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
  • Epoch View

    You are here

  1. Home
  2. Blog

Blog

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

What Are Your Planned Giving Options?

Submitted by Epoch Wealth Management on October 4th, 2019

Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so.

  • Read more

Video: 3 Money Management Principles for Children

Submitted by Epoch Wealth Management on September 27th, 2019
 

*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

How to Protect Your Identity

Submitted by Epoch Wealth Management on September 25th, 2019

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.

  • Read more

What is Zombie Debt?

Submitted by Epoch Wealth Management on June 3rd, 2019

Zombie debt is old debt that is typically written off as bad debt by the original creditor and then later sold to collection agencies for pennies on the dollar. Most of the debt sold is years old and cannot legally be collected, though many consumers are unaware of the statute of limitations for legal collection of this debt.

  • Read more

Planned Giving Goes Further

Submitted by Epoch Wealth Management on May 24th, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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

Have a Question?

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

© 2025 Epoch Wealth Management. All rights reserved.

Website Design For Financial Services Professionals