BLOGS

FEATURED INSIGHT

How to Teach the Next Generation Financial Responsibility

These strategies for teaching financial responsibility to the next...

Subscribe and Stay Current with EP Wealth's Insights

Discover tips for financially preparing to leave your spouse and budgeting for your new life. EP...

The 2024 401(k) catch-up contributions have not changed. However, other IRS updates may impact your...

The Safe Harbor 401(k) requires that employer contributions be fully vested. Learn more about the...

Learn the essential steps to set up a 401(k) for your small business. From plan design to provider...

Learn the steps to setting up a 401(k) for your small business, from plan design to customization,...

Discover what financial infidelity is, the signs to watch for, and how it can impact relationships....

Mediation during divorce is one way to reach an agreement acceptable to both parties without...

Life insurance can be one of the most valuable assets in divorce. EP Wealth advisor Kathy Costas...