November 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Submitted by Epoch Wealth Management on November 8th, 2021

This is it. You’re zeroing in on your retirement years. You’ve been planning this for decades, but are you really ready? If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career. Here’s what you should be doing to prepare.

Small Business Owner Retirement: Dealing with an Unexpected Exit

Submitted by Epoch Wealth Management on November 4th, 2021

You’ve spent many years building your business from the ground up, working through the highs and lows of entrepreneurship. Now, as you’re nearing retirement age, it’s time to think about what will happen to your business when you’re no longer working.

Let's Talk

Sound like your kind of place?

Are you ready to begin a new era of wealth management in a relaxed, friendly setting? If you are, we should sit down (or meet via video conference) and learn more about each other.

You are here

November 2021

Let's Talk

Sound like your kind of place?