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  3. March 2017

March 2017

High Net Worth Families Need a Complete Risk Management Plan

Submitted by Epoch Wealth Management on March 22nd, 2017

Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem of risk at every level of a family’s lifestyle in order to ultimately arrive at a solution for each. Each risk calls for separate measures, which usually require separate forms of insurance.

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Paws and Effect - The annual cost of pet ownership and how to reduce costs

Submitted by Epoch Wealth Management on March 21st, 2017

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our best friends.

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