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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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Money Management 101: Tips for Your Kids Entering the Workforce

Submitted by Epoch Wealth Management on October 28th, 2021

When we’re young, we have so many lessons to learn—one of the most important being how to manage our money. If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.

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Retirement as a Single Woman

Submitted by Epoch Wealth Management on October 14th, 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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Money Management 101: Tips for Your Kids Entering the Workforce

Submitted by Epoch Wealth Management on August 12th, 2021

When we’re young, we have so many lessons to learn—one of the most important being how to manage our money. If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.

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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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