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Logo, Blank Equity Management, LLC, with a radiating lighthouse icon.
Tall glass skyscrapers looking up, bright sun, blue sky, clouds.

Blank Equity Management, LLC

14 Vanderventer Ave, Suite 200
Port Washington, NY 11050

Phone:

516-439-5525

Fax:

516-439-5528

E-mail:

Blank Equity Management is a registered investment advisory firm that provides financial planning and investment management services. We work with individuals, families, corporations and trusts.

​Our financial planning process is designed to help our clients visualize, plan and achieve their financial objectives. We create a path towards goals such as retirement, college funding, and legacy planning.

Our investment process emphasizes risk management as a core philosophy. Using our propietary investment model, the Dynamic Market Risk Indicator (DMRI) we design diversified, low-cost portfolios to meet our client's individual goals.

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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