BLOGS

Financial independence by 40 is an ambitious but increasingly common...

Read our in-depth guide covering estate planning strategies that may potentially help reduce taxes...

Business owners have until October 1 to set up a new SIMPLE 401(k) plan, allowing employees to make...

EP Wealth’s Regional Director, Cannon Carr, shares how entrepreneurs can build financial...

An ILIT may help reduce estate taxes, provide liquidity, and support multigenerational wealth...

High-net-worth individuals weighing lump sum or monthly pension options should consider the impact...

Downsizing in retirement isn't just about saving money. Learn how high-net-worth households can...

High-net-worth individuals often need more than standard coverage. Learn insurance strategies for...

EP Wealth’s Brady Jardine, CFP®, outlines some key steps to prepare for a business exit, from...