Patrick Belniak Equitable Advisors

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Patrick Belniak Equitable Advisors Financial Compass Group, LLC is not owned or operated by Equitable Advisors or Equitable Network

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
10/15/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Health-care coverage (including Medicare) typically does not cover extended medical care.
10/08/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
10/01/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
09/24/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if b...
09/17/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
09/10/2026

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

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

Have a kid heading off to college? Here are a few tips.
09/03/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
08/27/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
08/20/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

You face sequence of returns risk. Know what it is?
08/13/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Address

93 Worcester Street, Suite 103
Wellesley, MA
02481

Telephone

+17812378340

Website

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