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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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Understanding Exchange-Traded Funds

Submitted by Epoch Wealth Management on December 2nd, 2020

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can give you the best of both worlds. Here are some key things to know about ETFs before investing.

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Preparing for an Early or Unexpected Retirement

Submitted by Epoch Wealth Management on November 20th, 2020

More Americans are retiring earlier than you might think

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

Submitted by Epoch Wealth Management on November 17th, 2020

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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Video: Why Financial Literacy Is Important

Submitted by Epoch Wealth Management on October 21st, 2020
 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.

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What College Students Need to Know About Money

Submitted by Epoch Wealth Management on October 13th, 2020

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding how to use their spending money to deciphering student loan options, it can be difficult for students to adjust to the financial side of college living.

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