Kenneth K. Apessos, CFP - Equitable Advisors

06/02/2026

Honored to be inducted into Equitable Advisors’ Hall of Fame at this year’s National Leaders Forum. This is one of the longest standing awards (60+ years) that shows the dedication an advisor has to their clients as well as their company. This recognition means a great deal; but what matters most is the ability to make a real impact in the lives of the families and individuals I work with every day. I’m incredibly grateful for the trust my clients place in me, and for the mentors, colleagues, and team members who have supported this journey. I’m especially thankful for my wife and family, whose support made it possible to build my practice from the ground up. Looking forward to continuing to serve, grow, and help others build secure and meaningful financial futures.

05/25/2026

05/23/2026

Many investors worry about paying more in taxes than necessary in retirement — but aren’t sure what to do about it.

That’s where asset location comes in. By aligning the right investments with the right accounts, we can help make your retirement income more tax efficient, and help you keep more of what you’ve worked for. Let’s talk about how this fits into your plan. Learn more at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.

05/21/2026

Check out the LPL's Market Signals Podcast "Global Bond Selloff: What’s Driving the Move Higher in Long-End Yields?"

Discover the global forces driving the bond selloff and rising long-end yields. Explore implications for equities, credit, and portfolio positioning.

05/15/2026

Opportunities arise. Families grow. Priorities shift.

A well-structured financial plan gives you the flexibility to access funds when you need them — without creating unnecessary tax consequences. That’s the power of asset location: building in flexibility from the start. See how it works at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.

05/11/2026

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

05/09/2026

🧠 Here’s a thought…
“Estate” isn’t just about assets; it also involves thoughtful preparation for how responsibilities and decisions may be handled in the future. Whether you're outlining your wishes or reviewing existing strategies, TODAY is a great time to reflect on what matters most.

Have you also considered…
💭 Updating your will
💭 Considering powers of attorney
💭 Exploring strategies for future generations
💭 Aiming to reduce potential stress for loved ones

Everyone’s situation is unique. Work with your team of professionals today!

05/04/2026

Embarking on the journey of marriage? Here are key financial steps to help you build a strong foundation together:

* Joint Financial Goals: Align on aspirations like buying a home or traveling.

* Budgeting Together: Create a joint budget to manage expenses and ensure transparency.

* Insurance Needs: Review life and health insurance to protect each other.

* Estate Planning: Update wills and set up power of attorney for peace of mind.

* Tax Implications: Explore how marriage affects your tax situation for potential savings.

* Long-term Planning: Consolidate retirement accounts and align investment strategies.

Let’s connect with your tax professional and estate attorney to tailor a financial plan that supports your shared dreams!

04/24/2026

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. https://eqtble.co/3IyGk2U