Joe Scro Equitable Advisors

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

Impact Investing or Philanthropy This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Check out LPL Financial Research's Weekly Commentary on the market: "Halloween Special: What Could Spook Markets".https://s3.amazonaws.com/static.contentres.com/media/documents/94f240f3-69f0-40fd-8b03-4e4076ed1568.pdf

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

How the SECURE Act 2.0 Changed RMDs Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

The average retirement lasts for 18 years. Are you prepared to fill that many days?

18 Years Worth of Days The average retirement lasts for 18 years. What will you do with your days?