Patrick Belniak Equitable Advisors

07/16/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

07/09/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

07/04/2026

Happy Independence Day! This Fourth of July, I'm proud to support the goals and ambitions that help make our independence possible — through guidance that’s personalized, thoughtful and built around what matters most.

07/02/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

06/25/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

06/18/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

06/11/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

06/04/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

06/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far".https://static.fmgsuite.com/media/documents/53a69ec5-417f-4f30-b2d7-c3c22f440321.pdf

05/28/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?