January 2017

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Submitted by Epoch Wealth Management on January 17th, 2017

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought was given to the expenses of a vacation or the copay costs at the doctor. There’s something beautifully unburdened in the way which children experience the world: recklessly present and innocently ambivalent.

Giver Beware...Charity or Fraud?

Submitted by Epoch Wealth Management on January 16th, 2017

Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to “qualified organizations” on your taxes at totals up to “50 percent of your adjusted gross income,” according to the Internal Revenue Service.

Your Credit Card Security Code is the Key to Fraud

Submitted by Epoch Wealth Management on January 16th, 2017

Credit card fraud is on the rise. Millions are hit with it each year, so most credit card users are more vigilant than ever, which is a good thing, except for when they fall for a fraud investigation fraud. Think about it, you’re now conditioned to watch over your carefully watch over your credit cards and react promptly if any signs of fraud pop up.

Will It to be So: Things to Consider for a Strong Will

Submitted by Epoch Wealth Management on January 16th, 2017

Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately conjures up all sorts of emotions because, let’s be honest, the absence of being IS emotional. But, death is also cause for practicality.

Psychologically Ready to Retire?

Submitted by Epoch Wealth Management on January 16th, 2017

For anyone approaching retirement you’ve probably got a checklist for your countdown to the big day.

Do I have enough saved for a long, financially secure retirement? Check.

Did I file the right paperwork at the office? Check.

Is my professional exit strategy in place and ready? Check.

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Giver Beware...Charity or Fraud?

Your Credit Card Security Code is the Key to Fraud

Will It to be So: Things to Consider for a Strong Will

Psychologically Ready to Retire?

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January 2017

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