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  3. November 2016

November 2016

6 Easy Organization Tips to Take Time off of Taxes

Submitted by Epoch Wealth Management on November 27th, 2016

As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It should be no surprise when tax season surely and steadily rolls around again, yet every year there are plenty of individuals who file for a tax extension (in 2014 there were approximately 12 million Americans who did so).

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Retire to Happiness: Tips to Thrive in the Next Chapter of Life

Submitted by Epoch Wealth Management on November 27th, 2016

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business.

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Keeping Up With the Identity Thieves

Submitted by Epoch Wealth Management on November 20th, 2016

Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they are constantly evolving in their technology and their techniques to stay one step ahead of you. In past blog posts we have hammered on the steps you need to take to fortify your defenses against identity theft.

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Preserve Your Assets with Long-term Care Insurance

Submitted by Epoch Wealth Management on November 20th, 2016

With the average life expectancy surpassing age 85, the number of people who will require some sort of assistance performing daily living functions can be expected to increase dramatically. Already one in three people age 65 and older will receive care in a nursing home or through a home caregiver. After age 74, there’s a 50% chance of needing assisted care.

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Preserve Your Assets with Long-term Care Insurance

Submitted by Epoch Wealth Management on November 20th, 2016

With the average life expectancy surpassing age 85, the number of people who will require some sort of assistance performing daily living functions can be expected to increase dramatically. Already one in three people age 65 and older will receive care in a nursing home or through a home caregiver. After age 74, there’s a 50% chance of needing assisted care.

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How the Presidential Election Will Affect the Stock Market

Submitted by Epoch Wealth Management on November 8th, 2016
| Today our country will elect the 44th person to serve as the President of the United States. How does the Presidential election affect the stock market? Click the link below for an informative article from Kiplinger. http://www.kiplinger.com/article/investing/T043-C008-S003-how-presidenti... |

Money Moves You Should Make Before You Turn 25

Submitted by Epoch Wealth Management on November 8th, 2016

Elements of an Investment Policy Statement for Individual Investors

Submitted by Epoch Wealth Management on November 8th, 2016
| Your financial advisor puts careful thought and consideration into your Investment Policy Statement, as it dictates your investment strategy from implementation to future review and maintenance. Would you like to learn more about the components of this document? Take a look at this helpful white paper provided by the CFA Institute. http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2010.n12.1 |

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