Equilibrium Wealth Management

05/26/2025

This Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice in service to our country. Their courage, dedication, and legacy will never be forgotten.

From all of us at Equilibrium Wealth Management, we wish you and your loved ones a safe, reflective and peaceful Memorial Day!

08/09/2023

We are thrilled to introduce our strategic alliance with John Kleczynski and his company, John K Consulting, LLC. We welcome John to the Equilibrium Wealth Management Team as we work together to redefine retirement planning!

https://apnews.com/press-release/ein-presswire-newsmatics/retirees-d8d447e6fe5f2ab20ad6efafb1046d2b1.

Equilibrium Wealth Management and John K Consulting, LLC Join Forces to Redefine Retirement Planning

06/01/2023

We are incredibly thankful for the opportunity to serve and guide our clients throughout their financial journey. We are dedicated to exceptional client service, clear and consistent communication, and building relationships on a foundation of trust.

05/26/2022

50% of millennials are low-balling the amount they'll need for retirement....by a lot! When it comes to the amount you'll need, having a financial plan can take the guess work out of your retirement plan. It's never too early (or too late) to start having these conversations. Please get in touch if you have any questions or if we can help in any way.

Half of millennials think they need $300,000 saved to retire. Gen X and Gen Z think it's $500,000. Boomers estimate $750,000. All those guesses come up short.

01/01/2022

From our family at Equilibrium to yours - Happy New Year! May your 2022 be filled with health, happiness and prosperity.

12/29/2021

At Equilibrium Wealth Management, one of our guiding investment philosophies is to strike a balance between risk, return and capital preservation. Today, we are excited to announce that we have partnered with Riskalyze; the world’s first risk alignment platform, which mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals. This technology will allow us to more actively monitor a client’s Risk Number® and design custom portfolios that are properly aligned to each individual.

Riskalyze was twice named one of the world’s ten most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.

If you’re curious to find out what your Risk Number® is, click here to find out: https://pro.riskalyze.com/embed/14993ff7fe3617063712

10/07/2021

09/01/2021

05/17/2021

As you're wrapping up your 2020 taxes, now is a great time to engage with a CERTIFIED FINANCIAL PLANNER™ professional. We can help with organizing your financials and putting a plan in place to pursue your goals for this year and beyond.

“Spring is an excellent time not only to carefully review the past year, take profits and rebalance portfolios, but also to ... prepare portfolios for the coming year,” says Emily Bowersock Hill, founding partner at Bowersock Capital Partners in Lawrence, Kan.

02/02/2021

If you took a qualifying Coronavirus Related Distribution from one or multiple retirement accounts in 2020, here are some things to be aware of PRIOR to filing your tax return. Be sure to work with your CPA and Financial Planner - you have options!

If you took a qualifying distribution from your retirement plan in 2020, here’s what you need to know before you file your tax return.

01/30/2021

The IRS has released their annual adjustments to contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here's a quick overview:

Here are a few key cost-of-living adjustments announced by the IRS for 2021.

01/24/2021

Some great thoughts around reducing and eliminating credit card debt. On your path towards building wealth, getting rid of expensive debt should be a top priority.

While American balances are down over all, interest can still add up. If your stimulus check isn’t going to cover basics, consider reducing your debt.