Skip to main content

Epoch Wealth Management

  • Home
  • About You
  • Your EWM Benefits 
    • All About You Process
    • Your Plan Components
  • About Us 
    • Our Founder
  • Contact
  • Blog
  • Epoch View

    You are here

  1. Home
  2. Blog

Blog

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.

  • Read more

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

  • Read more

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

  • Read more

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.

  • Read more

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.

  • Read more

Video: Three Money Management Principles for Children

Submitted by Epoch Wealth Management on October 12th, 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.

  • Read more

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Submitted by Epoch Wealth Management on October 9th, 2020

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. 

  • Read more

Preparing for an Early or Unexpected Retirement

Submitted by Epoch Wealth Management on October 5th, 2020

More Americans are retiring earlier than you might think

  • Read more

Keeping your Personal Finances in Shape

Submitted by Epoch Wealth Management on December 6th, 2019

While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a financial advisor to grow and maintain your investment portfolio. Investing, like everything else in life, has no guarantees, and even the hottest stock or the best tip may not always perform the way we would like.

  • Read more

AICPA Highlights 6 Recent Personal Finance Trends

Submitted by Epoch Wealth Management on November 1st, 2019

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

  • Read more
  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • …
  • next ›
  • last »

Have a Question?

Recent Blog Posts

  • What does "Wealth" Mean to You?
  • Retiring Abroad
  • Debt and Retirement: Can You Handle Both?

Archived Blog

  • March 2018 (3)
  • February 2018 (3)
  • January 2018 (1)
  • December 2017 (5)
  • November 2017 (2)
  • September 2017 (4)
  • July 2017 (5)
  • June 2017 (1)
  • May 2017 (2)
  • April 2017 (1)
  • March 2017 (2)
  • February 2017 (7)
  • ‹‹
  • 4 of 5
  • ››

Categories

  • beneficiaries (1)
  • IRA 401 (1)
  • save (1)

Let's Talk


Sound like your kind of place? 

Are you ready to begin a new era of wealth management in a relaxed, friendly setting? If you are, we should sit down (or meet via video conference) and learn more about each other.

Just call us, email us, or fill out the form, and we'll be sure to get in touch. Phone: 440.600.2897
Email: info@epochwm.com

  • Share on Facebook
  • Linkedin Share Button

DISCLOSURE  |  FORM ADV

© 2023 Epoch Wealth Management. All rights reserved.

Website Design For Financial Services Professionals