Equinox Financial Partners, LLC

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The first Sunday of November marks the time when Daylight Saving Time ends in the United States and Canada, and the cloc...
11/06/2022

The first Sunday of November marks the time when Daylight Saving Time ends in the United States and Canada, and the clocks go backward one hour at 2 a.m. This means that the days become shorter and it becomes dark earlier.

11/04/2022

You have more reasons to save for retirement. As of 2023, plan participants can contribute up to $20,500, a $1,000 increase from the previous year. The chart below outlines other key contribution limits recently announced by the IRS.

11/03/2022

Check out LPL Financial Research's November 2,, 2022 Client Letter.

11/02/2022

Check out LPL Financial Research's Weekly Commentary on the market: “Federal Reserve Preview: Trick or Treat?

Happy Halloween!
10/31/2022

Happy Halloween!

10/27/2022

Check out LPL Financial Research's Weekly Commentary on the market: “Three Things to Know About Recessions".

Planning for long-term care can be a challenging conversation to have, yet necessary given the high costs for it. This a...
10/26/2022

Planning for long-term care can be a challenging conversation to have, yet necessary given the high costs for it. This article discusses how most Americans aren’t prepared to handle potential long-term care expenses, and how to help you ensure you’re covered without draining your financial resources. Let’s review the options.

This is an IndustryDive article discussing how Americans are not prepared for long term care expenses and how it should be part of their retirement plan.

On Sunday October 16th Stephanie and Ken Kohn walked for the American Cancer Society and Making Strides at Jones Beach. ...
10/19/2022

On Sunday October 16th Stephanie and Ken Kohn walked for the American Cancer Society and Making Strides at Jones Beach. Stephanie and Ken raised $266.38! We are so proud of both of them and their devotion to "Making Strides Against Breast Cancer". If you want to learn more about American Cancer Society and Making Strides, please message us.

The economy is uncertain, and layoffs are often common during a downturn. Consider these five tips for keeping your job ...
10/04/2022

The economy is uncertain, and layoffs are often common during a downturn. Consider these five tips for keeping your job secure during uncertain times.

If you've checked your portfolio or the stock markets lately, you know just how volatile the market is right now. Especially if you have heard the

Check out the LPL's Market Signals Podcast "Central Bank Week: A Busy Week for Central Banks".
09/29/2022

Check out the LPL's Market Signals Podcast "Central Bank Week: A Busy Week for Central Banks".

LPL Research discusses what to expect when 11 global central banks, including the Federal Reserve, Bank of England, and Bank of Japan, meet this week.

We're all paying more for gas, groceries and other items, and prices just keep rising. Consider 10 ideas for staying on ...
09/29/2022

We're all paying more for gas, groceries and other items, and prices just keep rising. Consider 10 ideas for staying on budget despite current inflation.

Prices are rising at an alarming rate, making it increasingly difficult for households to stay on budget. However, that doesn't mean you can't keep

Life insurance doesn’t just provide family protection. Learn how the right policy can provide generally tax-free retirem...
09/21/2022

Life insurance doesn’t just provide family protection. Learn how the right policy can provide generally tax-free retirement income, as well as provide additional benefits.

When you hear “life insurance,” you might think of a policy you’d purchase to leave a financial legacy or to protect your family in case you pass away unexpectedly. While those are the main reasons to buy a policy, life insurance can also include “living benefits” that offer flexibility, a...

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395 North Service Road, Suite 206
Melville, NY
11747

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Our Story

Equinox Financial Partners helps clients accumulate and preserve wealth for themselves, their children and their grandchildren. This is done through tax advantaged planning and an up-to-date knowledge of financial products. With over 200 years of combined experience, Equinox Financial Partners was established for the purpose of helping businesses and individuals who have unique situations, requiring focused personal attention on an ongoing basis. The members of Equinox Financial Partners take a hands on approach, working together with clients to prepare a plan that considers their own special needs, goals, timeframe and risk tolerance. The combined experience of the partners and their knowledge of a wide range of products and services allow them the ability to provide top quality financial strategies to help clients enhance, protect and preserve wealth. Important Information & Disclosures: http://bit.ly/2f98X9d. AGE#146460 (07/2019) (Exp. 07/2023)