Jody D'Agostini, CFP, CDFA, RICP

Jody D'Agostini, CFP, CDFA, RICP The Falcon Financial Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or

solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST Important Information & Disclosures: http://bit.ly/2f98X9d

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
06/05/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
06/03/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Here’s some insight from Retirement Living about the “Most Affordable States to Retire” that I contributed to. Lots to ...
06/02/2026

Here’s some insight from Retirement Living about the “Most Affordable States to Retire” that I contributed to. Lots to think about before making a move.
Enjoy.
Jody

Back to homepage › Retirement News To people still grinding away in the workforce, retirees might seem to have it made. Long walks on the beach,

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
06/01/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

This piece presents an overview of fundamental steps to consider when a loved one passes.
05/29/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Could your portfolio benefit from a zero-coupon bond?
05/27/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
05/25/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
05/22/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
05/20/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
05/18/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

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Morristown, NJ
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