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  3. January 2023

January 2023

What does "Wealth" Mean to You?

Submitted by Epoch Wealth Management on January 20th, 2023

In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning.

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Retiring Abroad

Submitted by Epoch Wealth Management on January 4th, 2023

If you dream of living abroad, retirement may be the best time. Over half a million Americans living outside the US receive some Social Security, and that number is expected to grow.

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