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  3. December 2017

December 2017

3 Ways to Tap Your Life Insurance While You’re Living

Submitted by Epoch Wealth Management on December 22nd, 2017

Most financial planners agree that life insurance is essential for protecting families against financial loss, which is why many recommend purchasing the maximum amount needed at the cheapest cost using a term policy. Where they start to diverge in their thinking is in any discussion about life insurance as an asset.

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Video: Buying vs Leasing: Tips for Stretching Your Car Budget

Submitted by Epoch Wealth Management on December 15th, 2017

Consider these trade-offs between buying and leasing when looking to stretch your car budget.

 

An Estate Planning Primer for Business Owners

Submitted by Epoch Wealth Management on December 11th, 2017

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.

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An Estate Planning Primer for Business Owners

Submitted by Epoch Wealth Management on December 11th, 2017

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.

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Infographic: Buying vs Leasing - Tips for Stretching Your Car Budget As Far As It Can Go

Submitted by Epoch Wealth Management on December 4th, 2017

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

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