March 2018

Do Spouses Need the Same Amount of Life Insurance?

Submitted by Epoch Wealth Management on March 23rd, 2018

Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs.

Infographic: The Importance of Financial Goals

Submitted by Epoch Wealth Management on March 19th, 2018

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Business Owners’ Personal and Family Security Risks

Submitted by Epoch Wealth Management on March 17th, 2018

Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures. In a 2011 Zogby survey, 92 percent of people with a high new worth indicated concerns over the possibility of home invasions, muggings, kidnapping, and even random street crimes.

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March 2018

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