When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Divorce
Dialogues
Podcast
Financial decisions during divorce are
deeply connected to emotional well-being.
In this episode, Jody D’Agostini, CFP®, CDFA™, RICP®, shares practical guidance
to help you move forward with clarity and confidence.
Women, Money
& Relationships Whitepaper
This Equitable study, featuring Jody D’Agostini, CFP®, CDFA™, RICP®, highlights how women engage with money and financial decisions—providing practical insights and tools to help build confidence, clarity, and financial independence.
Blog Title
Monday, March 2, 2026
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Our Founder, Jody C. D’Agostini, CFP®, CDFA™, RICP®
as featured in leading publications for her insights on women’s wealth, leadership, and financial strategy.
Logos displayed for illustrative purposes only; no endorsement implied.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Introducing the 530A Accounts
An article explaining 530A Accounts.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.