Leanne with the Plan

01/15/2022

The latest Atlantic Re:think article looks at how your financial decisions – both big and small – play a pivotal role in living the life you want as well as building long-term wealth. Let me help you design a financial strategy that enables you to achieve your goals and ambitions. https://eqtble.co/31UDnqG

11/23/2021

Work has changed drastically since early 2020. Whether you're heading back to the office, hoping to continue working remotely, or just burned out and looking for a new opportunity, here's what you need to know about the new work environment.

Growing rates of burnout have transformed company culture and resulted in a "Great Resignation." Preferences between in-person and remote work continue to dictate employment decisions. This page will help you decide if it's time to get a new job and how to apply. See more stories on Insider's busine...

11/16/2021

Equitable is pleased to announce it is now accepting applications for its 2022 Equitable Excellence℠ scholarship program. These awards are presented annually to high school students who demonstrate leadership, determination and resilience in pursuing their ambitions. Learn more at https://eqtble.co/3ABEIy9.

02/08/2021

Is COVID-19 complicating your divorce plans? Here’s what you can do now to make the process as straightforward as possible — financially and emotionally.

02/01/2021

Single and nearing retirement? These tips can help you start taking charge of your estate plan now.

If you are single (whether widowed, divorced or never married) with no children or grown children, and approaching retirement, you may not have given much thought to planning your estate. You have likely been building your career, putting away money and spending your time off enjoying your favorite....

01/25/2021

Planning for a solo retirement? Don’t let going it alone feel daunting, read these tips on how singles can feel more secure about their financial future.

Millions of people across the United States are providing for themselves as they as they face retirement, making it an increasingly common theme in financial and life planning. But each situation is unique; some people are divorced or widowed, while others never married — and any of these situatio...

01/19/2021

Escaping the city because of COVID-19? Here’s what you should do now to help ensure you make the right move — financially and emotionally.

For the millions of people living in our nation’s larger cities, the COVID-19 pandemic has given rise to a very fundamental question: where should I live? Whether due to safety fears about the virus itself, the emotional strain of social isolation or the economic challenges of being furloughed or ...

01/11/2021

Are you prepared to cope with a forced retirement? Here are 6 things you can do right now to ensure you’ll be ready if your retirement has been fast-tracked.

The pandemic, and its impact on the economy, has slowed life down for many people around the world. But for some, it has put them on the fast track to retirement. Here are some things you can do right now to cope if retirement has come around a little more quickly than you anticipated, and to prepar...

12/28/2020

If you’d like to help those in need but aren’t sure how to go about it during COVID-19, these ideas can help you get started.

Before the pandemic, it was easier to help. You could physically show up to assist those in need. Dish out meals at a soup kitchen, volunteer at your child’s school, visit someone in a nursing home or organize a bake sale at a sports event to raise money. Today, many people are wary of face-to-fac...

12/21/2020

Ready to head out on vacation but not sure what you need to think about with regard to COVID-19? Here are some tips:

If you’re tired of staying at home and want to get away, you’re not alone. A full 45% of respondents in a recent travel-related survey said they were planning to take a domestic leisure trip within the next 6 months. Maybe you planned a trip you had to cancel due to COVID-19 restrictions. Or may...