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Tax Tips

Tips for 2022 Tax Season

Here are four ways to help you develop strategies that fit your plan and reduce your tax exposure in 2022.
Retirement Income Plan | Aequus Planning

Retirement Income – Developing a Plan

Develop an income plan for retirement with different sources. Here are a few tips on how to get started.
Tips for Handing an Inheritance | Aequus Partners Financial Planning

Top 3 Tips for Making the Most of Your Inheritance

Check out our top 3 tips for handling your inheritance. Planning ahead for how you will use the wealth and any taxes.
How to Protect Yourself From Identity Theft

How to Protect Yourself From Identity Theft

Easier access to financial accounts increase the risk of identity theft! Protect yourself with these preventive steps.
6 Steps to Protect Wealth During a Divorce | Aequus Planning

6 Steps to Protecting Your Wealth During Divorce

Here are six steps to help keep your finances intact during—and after—a divorce.
What Is Inflation - And Why Is Everyone Talking About It? | Aequus Planning

What Is Inflation – And Why Is Everyone Talking About It?

Is inflation a good thing? When is it cause to worry?
A Beginner's Guide to Alternative Investments

A Beginner’s Guide to Alternative Investments

Here’s a closer look at alternative investments and some of the most common options available.
Types of IRAs | How to Choose the Right One for You

Types of IRAs: How to Choose the Right One for You

Here is a breakdown of the two most common types of IRAs and how to choose the one that’s right for you.
Robo-Advisor Vs. Human Advisor: Which One Should You Choose?

Robo-Advisor Vs. Human Advisor: Which One Should You Choose?

As financial planners, we can tell you most people need help investing - the only question is whether that help should be from a robo-advisor or human advisor.
Finance Conversations for Couples | Aequus Partners Financial Planning

Financial Conversation Tips for Couples

Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and habits is key to a strong relationship. And open communication about these topics can help you and your partner work as a team toward common financial goals.

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