Jody D'Agostini

Advisor at Equitable Advisors
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  • Women who are financially educated and independent not only gain a better sense of security, they also have more confidence when making important financial and investing decisions. The ones who do invest tend to outperform their male counterparts. “With the divorce rate of over 50% and untimely deaths and disability, everyone needs to be able to support themselves should the worst happen. Financial planning is key to making this happen and women are very open to advice. In fact, they seek it,” says D’Agostini.

    https://hermoney.com/invest/retirement/women-are-taking-the-lead-with-their-finances-and-retirement/

    21 June 2022
  • “You can bundle several years of charitable donations into a Donor Advised Fund,” says Jody D’Agostini, an Equitable Advisor in Morristown, N.J. “You take the upfront tax deduction and … distribute [it] to your charities over time.” She also suggests donating Required Minimum Distributions from retirement accounts (up to $100,000), to mitigate the taxes they incur.

    https://www.thinkadvisor.com/2021/12/15/what-to-do-when-your-married-clients-cant-agree/

    21 June 2022
  • Jody D’Agostini, a financial advisor with Equitable Advisors in Morristown, N.J., recalls a prospective client in her early 60s who was so distraught by her impending divorce she couldn’t focus on related financial issues.

    Before they sat down to hash out financial matters, D’Agostini recommended the woman consult a therapist to process the emotions surrounding the end of her marriage. Three months later, when the woman was feeling better, they took the next steps.

    https://www.barrons.com/articles/gray-divorce-comes-with-unique-challenges-how-advisors-can-help-51621609847

    21 June 2022