Daniel Barrow Equitable Advisors

Daniel Barrow Equitable Advisors Cypress Financial Consultants is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Important Information & Disclosures: http://bit.ly/2f98X9d

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
07/19/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
07/18/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
07/17/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
07/15/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
07/13/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
07/12/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
07/11/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
07/10/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
07/08/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
07/06/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Address

765 Jefferson Road, Suite 310
Rochester, NY
14623

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