financial-planning

FEATURED INSIGHT

How Much Can I Contribute to a 401(k) in 2026?

With new 401(k) contribution limits for 2026, it’s time to update...

Subscribe and Stay Current with EP Wealth's Insights

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,...

Back in 2015, the Supreme Court ruled in favor of legalizing same-sex marriage. LGBTQ+ couples that...

An estimated 3 million LGBTQ+ adults are currently over age 50. This figure is expected to reach 7...

CERTIFIED FINANCIAL PLANNER(TM) professionals like EP Wealth Advisors’ Pete Fry and Levi Anderson...

As a small business owner, you have likely already gotten into the habit of wearing many hats....

No one wants to pay a larger share of their income in taxes than the law requires them to. Yet, the...