BLOGS

FEATURED INSIGHT

Disaster Recovery Resources for Southern California

We understand how challenging it can be to navigate the aftermath of...

Subscribe and Stay Current with EP Wealth's Insights

Learn about the 401k contribution limits for highly compensated employees (HCEs). Discover how HCEs...

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...

If you are divorced, you may be entitled to receive a portion of your ex-spouse’s Social Security...