financial-planning

There is no magic formula to determine how much to save for retirement. Thoughtful retirement...

Personal healthcare costs are expected to increase an average of 5% annually in the U.S. in the...

Generational wealth describes the financial assets — cash, investments, property, and businesses —...

EP Wealth advisors can help you understand some risks related to market, credit, liquidity,...

A 529 college savings plan is a simple, straightforward tool to save for your child’s education....

Providing your kids a college education is a top priority for many parents. There’s just one...

For families in America, funding a college education is the second largest expense next to owning a...

Family inheritance: it's one of those taboo dinner table topics, like sex, religion and politics,...