Equanimity Wealth

09/03/2026

https://youtu.be/RTMyqKL7XAU?si=P-GVie5LjUbh1y1F

Adding your name to your mom's house sounds like the responsible mo...

08/28/2026

https://youtu.be/AtvSXMCHQ8c

Open enrollment shows up every fall with a deadline and a benefits ...

08/28/2026

Unlock Free Legal Benefits During Open Enrollment

08/21/2026

Unlock Health Savings - New ACA Plans Qualify!

08/20/2026

https://youtu.be/CxMZUpWH3SI?si=glHMitNdC5IEakju

08/20/2026

Nobody hands you a manual when you bring home a baby. Not for sleep, not for feeding, and definitely not for the money part.
I spoke with Babylist about how parents can actually plan for their kid’s future,without wrecking their own.

My biggest rule? Retirement comes first. Every time. You can borrow for college. Nobody’s giving you a loan for retirement.

Swipe through for what I told them 👉

Read the full article at the link in bio.

Follow for more on building a plan for your family.

Educational only. Not personalized financial advice. Equanimity Wealth LLC, CRD #334359.

08/17/2026

A lot of people claim they can beat the stock market but is that actually true?

08/13/2026

The new Capital gains tax proposal and what you need to know about it

08/12/2026

0% capital gains” is trending. Here’s what it actually means.

It’s not about stocks or crypto. It’s about profit from selling the house you live in.

And most sellers already pay $0 on that, the IRS already excludes up to $250K single / $500K married. Only about 1 in 10 married homeowners even has a gain that big.

So this mainly helps long-tenure, high-equity homeowners. If you rent, or you’re early in building equity, it doesn’t touch you.

And it’s still just a proposal so nothing’s changed for your 2026 return.