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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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Medicare in 2021: Here’s What You Need to Know

Submitted by Epoch Wealth Management on February 5th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

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The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by Epoch Wealth Management on January 13th, 2021

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

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Should You Retire at the Same Time As Your Spouse?

Submitted by Epoch Wealth Management on December 21st, 2020

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time.

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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by Epoch Wealth Management on December 7th, 2020

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

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Is Now the Time to Give Yourself a 401(k) Loan?

Submitted by Epoch Wealth Management on December 4th, 2020

In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few undesirable consequences.

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