Joe Scro Equitable Advisors

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Retirement Strategy After a Job Loss Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

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.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

What’s My 2025 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

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?

Check out LPL Financial Research's Weekly Commentary on the market: "Cockroaches, Canaries, and Credit Markets".https://s3.amazonaws.com/static.contentres.com/media/documents/fb28f156-1a0e-44bc-aeae-ca425ed9e00e.pdf

Have a strategy for discussing healthcare with your parents.

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.