Catherine Abbruscato, Equitable Advisors

Retirement isn't just about money. A satisfying retirement includes overall well-being, health, relationships and personal fulfillment. Learn how adopting a holistic mindset can help you achieve not just financial freedom, but a more well-rounded and satisfying retirement experience. Contact me to discuss how holistic retirement planning can make a difference for your future.

Embrace the Holistic Retirement Planning Revolution: A Paradigm Shift Towards Financial Freedom To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be featured. This

It's time to start preparing for your financial legacy. Whether you're single, married, or a mom, taking control of your financial future is crucial. Make a plan, invest in yourself, and secure your financial freedom. Contact me today and I can help you build the financial future you want.

Your financial legacy is more than just dollars and cents. It's a reflection of the lasting impact you have on your loved ones. By preparing now, you can shape a legacy that embodies your values and aspirations. Don't delay! Begin crafting your legacy today for a brighter and fulfilling tomorrow. Let's work together to develop a plan that brings your goals to life.

Help secure your financial future with smart planning. Discover the benefits of saving and retirement strategies designed for women. Contact me today and I can help you stay on track with your financial journey!

The Financial Planning Path Women Need To Know This article was co-authored by Sarah Urichianu MBA, Susan Ruhland CFP, CLU, ChFC and Kevin Luchetta CFP, AEP of Pioneer Financial. In the United

When you retire, you'll still have expenses and no regular paycheck. Learn three important expenses for which you need to be prepared in retirement. Contact me to discuss how I can help you achieve your financial goals.

3 money steps to take now to avoid surprises when you retire Our experts answer readers' investing questions and write unbiased product reviews (here's how we assess investing products). Paid non-client

As summer approaches, it's important to manage your finances wisely. Here are some tips:

1. Create a budget for summer expenses and stick to it.
2. Find ways to save on summer essentials.
3. Explore cost-effective entertainment options.

By being mindful of your spending, you can make the most of the summer season without financial worries. Contact me and I can help you make this summer unforgettable without financial worries!

What financial planning have you done so far?
Some may think they’re too young or don’t have enough money to work with a financial professional. But starting early with financial planning is a smart move, as it gives you more time to work towards your goals and can help you make the most of your money over the long term. Whether you're just starting your career, saving for a big purchase, or planning for retirement, a Credentialed Holistic Financial Coach can help you identify your goals, create a budget, and develop a plan for achieving the financial stability you desire.

What was your first experience with money, and how has that shaped your financial objectives?
We all have a unqiue set of values that underpin our financial goals. By aligning a financial plan with your values, you’re more likely to stick to the plan and reach your goals. As a Credentialed Holistic Financial Coach, I work with clients to understand their current situation, assess their needs, and develop a customized financial plan that takes into account their unique values, goals, and circumstances.

How do you really feel about your current financial situation?
As a Credentialed Holistic Financial Coach, I’ve enhanced my abilities as a financial professional to understand where my clients are today so I can better partner with them to realize the results they desire. By addressing the emotional side of financial planning, I help my clients make informed decisions based on their values and goals, rather than on short-term market conditions or fear-based impulses.

Did you know you have a unique thinking style that determines what kind of information you listen for and respond to naturally?
As a Credentialed Holistic Financial Coach, having a deeper understanding of thinking styles has led to more meaningful and productive conversations with my clients. For example, some clients may have a more analytical thinking style and prefer to make decisions based on numbers and data, while others may have a more intuitive style and make decisions based on their gut feelings. With these insights, I can tailor my financial coaching to better meet the needs of my clients.

Who would have thought on 3/23/2020 when the DJIA closed at 18,591 that here we would be just 4 years later.

So now what? Are you "selling high" or riding the wave? We'll see what the future has in store...

As a financial professional, I encourage you to think about the future of the young women in your life. Consider establishing a college savings account specifically for them. Even small contributions made over time can accumulate and have a significant impact on their future opportunities. By doing so, we can empower the next generation of women to pursue their dreams and aspirations through education. Contact me and together let's take a step towards creating a brighter future for them!

As a financial professional, I strongly believe in the importance of early savings. It's crucial to start planning for your child's education as soon as possible. College costs can be daunting, but with proper financial planning and foresight, you can provide your child with the invaluable gift of a debt-free education. I can help you explore various college savings options that can help you achieve this goal. By taking action now, you'll be setting your child up for a brighter future.

Are you beginning to think about your retirement plan, but feel your ability to save is shadowed by student loan debt, a mortgage, car payment and everyday expenses?
Paying off debt and managing everyday expenses can make it difficult to save for retirement. But it is possible to achieve your goals by working with a Credentialed Holistic Financial Coach who can help you develop a personalized plan and provide support and accountability as you work towards building your secure financial future.

Did you know your brain preferences play an important role in your life?
Understanding these preferences can provide valuable insights into a person's motivations, strengths, and weaknesses, which can help them make more informed decisions about their career, relationships, finances, and more. Recognizing and appreciating the unique ways in which my clients process information has improved my ability as a financial coach to help develop financial plans that motivate my clients to take action toward the lives they want to live.

As women, we face unique challenges when it comes to investing and financial planning. Check out our latest article, "Taking the Reins," for valuable advice on you may create a stronger financial plan and secure your future. Remember, you are the CFO of your life. So, let's strive to be the best one we can be!

Taking the reins | Equitable Until quite recently, personal investing and financial planning were largely the domain of men. Today, women are increasingly college-educated, make up a larger part of the workforce, and are in control of more money and assets than ever before. At some point in their lives—if not throughout—the...

Happy Admin Professionals Day to my right-hand woman, Meredith Richards, who has held the title of Employee of the Month for an impressive 14 consecutive months!

As a Credentialed Holistic Financial Coach, I had the unique opportunity to attend a two-day Coaching Experience at Teachers College, Columbia University. Together with my peers, we explored the relationship between values, money and decision making to improve our coaching skills and help serve our clients in deeper ways. With a better understanding of my clients’ core values and motivations, I can help them achieve their desired outcomes more effectively, now and in the future.
Thank you . Terrence E. Maltbia and Equitable Advisors for this incredible development opportunity!

When your portfolio value drops, what’s your gut reaction? Why?
Unpredictability in life is inevitable. But smart financial planning from an experienced professional can help you weather uncertainty. As a Credentialed Holistic Financial Coach, I listen to my clients’ fears and concerns without judgment and help them stay focused on their long-term goals. Building a trusted relationship with my clients has helped them feel more confident and comfortable in their financial decisions.

Financial literacy is key for women to take charge of their financial future. The time is now! Let's empower ourselves with financial knowledge to help build a better future for ourselves. Contact me and let’s plan how to elevate your financial well-being.

Are you a saver or a spender?
Everyone has a different relationship with money. As a Credentialed Holistic Financial Coach, I take a comprehensive approach to financial planning by considering all aspects of my clients’ financial life, including savings, investments, insurance, debt management, and retirement planning. This holistic approach helps to ensure my clients’ financial plan is integrated and aligned with their overall life goals and priorities.

When you begin taking withdrawals from savings in retirement, you may be surprised to learn you’re paying significant tax on your withdrawals. You can minimize the surprise when you use asset location strategies to help manage taxes and potentially maximize income.

Contact me for more information

Tax Strategies | Equitable Taxes may significantly impact your retirement. Learn how 401k's, life insurance, IRA's, annuities, 403b's and other retirement products can be allocated to help reduce taxes.

"It's tax season, but don't let it stress you out. You can save money by taking advantage of the deductions and credits that are available to you. Remember to keep your documents organized to make the process as easy as possible. So don't worry, you can do it!

What do you love to spend money on? Why?
I believe a sound financial plan includes enjoying the things that interest and excite you. As a Credentialed Holistic Financial Coach, we can work together to create a plan inclusive of all the things that bring you joy.

March is National Credit Education Month - the perfect time to review your credit score and improve your financial future. Take a few minutes to learn how to improve your credit score and achieve your goals. Need help creating a financial plan? I'm here for you.

March is National Credit Education Month. Learn about responsible credit management to set yourself up for financial success. Contact me for help with creating a plan to achieve your financial goals.

What exciting goal are you working to achieve right now?
As a Credentialed Holistic Financial Coach, it’s important for me to understand my clients’ values, goals, and priorities in order to co-create financial plans that truly align with their needs and desires. By taking a holistic approach, I’m able to address not just their financial concerns, but also the emotional and psychological aspects that often play a big role in financial decision making.

Happy International Women's Day!

It wasn't until 1974, with the Equal Credit Opportunity Act, that women in the US were granted the right to open a bank account on their own without a signature from their husbands. We've come a long way since then and women have more choices for investing now than ever before. Sometimes, these choices can lead to second-guessing and anxiety. Here are four ways that women can own their financial power and, of course, I'm always here to help if you have any questions.

Smart Ways Women Can Own Their Financial Power It's no doubt there is no greater time to be a woman in the history of our civilization — I agree there's still a lot of work to be done, but I can't

What does your ideal retirement look like?

As a Credentialed Holistic Financial Coach through Columbia University, I work with clients to design financial plans that help them get from where they are to where they want to be. Beyond just financial guidance, I help my clients create the habits and behaviors that make their dreams a reality.

Thank you for your business and ongoing support. We hope you have the sweetest Valentine’s Day!