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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.

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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