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The New Normal Retirement

Submitted by Epoch Wealth Management on April 11th, 2022

It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan.

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Thinking of Filing for a Tax Extension? Here's What You Should Know

Submitted by Epoch Wealth Management on April 11th, 2022

Unlike the summer family reunion and work meetings, you can always count on a few specific dates every year. Days like birthdays, holidays, anniversaries, and Tax Day. But even if April 18th is hardwired into your brain and calendar, sometimes it makes more sense to file for an extension instead of the tax deadline.

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How do I Start Planning for Retirement?

Submitted by Epoch Wealth Management on March 24th, 2022

If you’ve just begun your career and started collecting a decent paycheck, retirement probably feels like it’s lightyears away. But it will get here quicker than you expect, and when it does, you’ll want to be prepared.

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Easy Tips to Take Time Off Taxes

Submitted by Epoch Wealth Management on February 14th, 2022

It’s that time of year again. And though tax time should be no surprise, many Americans file for tax extensions. Whether you hire a tax professional to file for you or file on your own, you’re going to need to get organized to meet the April 18th deadline. Here are a few tips to help you stay on track so you can stress less and get your taxes filed by Tax Day.

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Making the Long Term Care Decision That’s Right for You

Submitted by Epoch Wealth Management on February 3rd, 2022

For most of us the conversation isn’t whether or not we’ll need long term care, but rather when. According to the U. S.

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Social Security Facts for 2022

Submitted by Epoch Wealth Management on January 24th, 2022

Approximately 70 million retired Americans collect Social Security benefits. Of those retirees, 8 million also collect Supplemental Security Income (SSI). But Social Security is more than retirement income. It also provides life insurance and survivor benefits.

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Retirement as a Single Woman

Submitted by Epoch Wealth Management on December 8th, 2021

If you’re in the 29 percent of women between ages 50 and 64 who are single, you may be wondering what retirement will look like.

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Retirement as a Single Woman

Submitted by Epoch Wealth Management on December 8th, 2021

If you’re in the 29 percent of women between ages 50 and 64 who are single, you may be wondering what retirement will look like.

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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. 

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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.

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