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  3. April 2021

April 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Submitted by Epoch Wealth Management on April 12th, 2021

Money can be a point of contention for many couples. Between big expenses like taking vacations, buying a house, getting married or having children, relationships can be filled with tricky financial situations. Even trickier is if you and your partner have different views on financial matters—one of you is a spender and one is a saver.

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Selling Your Home After Retirement: The Benefits of Downsizing

Submitted by Epoch Wealth Management on April 5th, 2021

If you’re nearing retirement age, you’re probably thinking about what life will look like once you’ve stopped working full time. There are many benefits to retiring—like more time to spend on your hobbies and with people you love—but there’s also the uncertainty of living on a fixed income.

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