Should You Retire at the Same Time As Your Spouse?
Submitted by Epoch Wealth Management on December 21st, 2020If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time.
December 2020
Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce
Submitted by Epoch Wealth Management on December 7th, 2020If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.
Is Now the Time to Give Yourself a 401(k) Loan?
Submitted by Epoch Wealth Management on December 4th, 2020In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few undesirable consequences.
Understanding Exchange-Traded Funds
Submitted by Epoch Wealth Management on December 2nd, 2020Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can give you the best of both worlds. Here are some key things to know about ETFs before investing.
