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  3. June 2018

June 2018

How Costly Gaps in Disability Insurance Coverage Can Be Avoided

Submitted by Epoch Wealth Management on June 16th, 2018

Professionals, executives and business owners recognize the threat that a disability poses to their financial security, which is why many have individual disability insurance. But far too many purchase a disability insurance plan without carefully considering their future needs.

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Planning your Estate

Submitted by Epoch Wealth Management on June 16th, 2018

Accepting one’s own mortality is a tough pill to swallow. As such, estate planning can be a morbid topic that lingers in the background of our lives ominously. Nobody wants to plan for their own death! However, the repercussions your family will face are dire if you delay preparing for the unforeseen curveballs that life throws our way.

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Why Financial Advisors Are Still Necessary

Submitted by Epoch Wealth Management on June 16th, 2018

The rising popularity of robo-advisors has some in the industry wondering whether this is the beginning of the end for financial advisors.

In reality, robo-advisors have been able to do something that traditional financial advisors have not; get those with limited resources to begin creating a portfolio of investments.

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