The Modern Family Finance podcast, hosted by Jennifer Dazols, CFP® focuses on personal finance topics specifically relevant to women and LGBTQ+ professionals. Through engaging conversations with expert guests, the podcast offers practical advice on navigating careers, managing finances, and overcoming unique challenges in today’s dynamic landscape. Listeners gain insights on
Open communication about finances, including discussing each other’s financial values, income, expenses, and personal money stories, is crucial for couples to prevent money stress, which is a significant source of relationship tension and a common cause of divorce. Couples are encouraged to engage in regular financial check-ins to reassess goals,
Looking back about six months ago, I was just a mom and a business owner. Now, once again at 8:00 in the morning, I’ve been up for hours working, and I’ve completed my transformation back to mom, business owner, teacher. I’m about to take over the parent role while my
Wealth management can for many reasons often present a challenge for lawyers, especially female lawyers, and never more so than in 2021. The chances are you’re starting the year off on a different financial footing than you were this time last year; 2020 altered the financial landscape for many of
The night before undergoing emergency surgery, I was lying in a hospital bed surrounded by beeping machines and the constant interruptions of nurses and doctors. My husband was sitting next to me, his eyes narrowed with concern and worry. When the last nurse closed the door behind her, with a
One of the most frequent comments we hear from clients is that they’d like to have rental properties for passive income. What’s better than money that you don’t have to work for? And who wouldn’t want a steady stream of income in retirement? While we agree that real estate does
Melinda Gates. Tory Burch. Sara Blakely. These are just a few of the successful, inspiring businesswomen who are lifting others up and making an impactful difference for women in business in 2019. They are effecting change in a way that absolutely resonates with our mission at Equita. These women show
We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.
Categories of Information We May Collect
In the normal course of business, we may collect the following types of information:
How We Use Your Information That We Collect
Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.
Confidentiality and Security
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.
