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Is Confirmation Bias Affecting Your Investment Strategy?

Submitted by Epoch Wealth Management on September 11th, 2022

Do you know how you feel about things, even before you know what they are? When you meet someone new, is your opinion of them formed from the first impression? Or when you hear a good argument against your current opinions, is your mind open or closed?

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Finance Lessons for Your Teen

Submitted by Epoch Wealth Management on August 10th, 2022

If you’ve had to reconsider or drastically change your spending and saving habits because of the current economic environment, you’re not alone. But there may be an opportunity in this current market to teach good financial habits to your teenagers; ones that they can carry into adulthood.

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Are Emotions Controlling Your Personal Finances?

Submitted by Epoch Wealth Management on June 27th, 2022

If anything good has come from the last few years of uncertainty and volatility, it’s that many of us are becoming more financially literate. We’re more aware of our finances and are better at prioritizing our expenditures. We’re also more aware of how important it is to save for the future, while still enjoying the present moment.

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Should You Prioritize Retirement Savings over College Savings?

Submitted by Epoch Wealth Management on May 26th, 2022

As a young parent looking to the future, you may be faced with a daunting choice: do you save earnestly to secure your retirement, or save to fund your children’s education? 

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Talking to your Aging Parents about Finances

Submitted by Epoch Wealth Management on May 5th, 2022

For many families, finances are rarely discussed in detail, even as children mature into adulthood. But as your parents age, especially if they live into their 80s and 90s, there's a chance that they may lose their cognitive function and be less capable of managing various tasks. This can be upsetting for some parents and they may try to fight it, or deny that it’s happening.

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The New Normal Retirement

Submitted by Epoch Wealth Management on April 11th, 2022

It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan.

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Thinking of Filing for a Tax Extension? Here's What You Should Know

Submitted by Epoch Wealth Management on April 11th, 2022

Unlike the summer family reunion and work meetings, you can always count on a few specific dates every year. Days like birthdays, holidays, anniversaries, and Tax Day. But even if April 18th is hardwired into your brain and calendar, sometimes it makes more sense to file for an extension instead of the tax deadline.

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How do I Start Planning for Retirement?

Submitted by Epoch Wealth Management on March 24th, 2022

If you’ve just begun your career and started collecting a decent paycheck, retirement probably feels like it’s lightyears away. But it will get here quicker than you expect, and when it does, you’ll want to be prepared.

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Easy Tips to Take Time Off Taxes

Submitted by Epoch Wealth Management on February 14th, 2022

It’s that time of year again. And though tax time should be no surprise, many Americans file for tax extensions. Whether you hire a tax professional to file for you or file on your own, you’re going to need to get organized to meet the April 18th deadline. Here are a few tips to help you stay on track so you can stress less and get your taxes filed by Tax Day.

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Making the Long Term Care Decision That’s Right for You

Submitted by Epoch Wealth Management on February 3rd, 2022

For most of us the conversation isn’t whether or not we’ll need long term care, but rather when. According to the U. S.

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