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

Infographic: The Importance of Financial Goals

Submitted by Epoch Wealth Management on March 19th, 2018

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

  • Read more

Business Owners’ Personal and Family Security Risks

Submitted by Epoch Wealth Management on March 17th, 2018

Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures. In a 2011 Zogby survey, 92 percent of people with a high new worth indicated concerns over the possibility of home invasions, muggings, kidnapping, and even random street crimes.

  • Read more

Asset Protection: 5 Things You Probably Haven't Considered

Submitted by Epoch Wealth Management on February 5th, 2018

Business owners who have acquired a lot of personal assets face the possibility of having their assets targeted by creditors who want to resolve a business liability. This is especially true in the case of a business owner who guarantees a debt of the business with his personal assets.

  • Read more

The Tricky Truth of Inheritance in the 21st Century

Submitted by Epoch Wealth Management on February 5th, 2018

Inheritances are a complicated thing. Not only are there often strings attached in the eyes of the government, unexpected taxes, and complicated bequeathments, but there are also potential conflicts within families. And not to mention the fact that the potential windfall was the result of a relative's death. Inheritances are very complicated.

  • Read more

Infographic: How to Choose the Right Financial Advisor

Submitted by Epoch Wealth Management on February 1st, 2018

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

  • Read more

The Tricky Truth of Inheritance in the 21st Century

Submitted by Epoch Wealth Management on January 19th, 2018

Inheritances are a complicated thing. Not only are there often strings attached in the eyes of the government, unexpected taxes, and complicated bequeathments, but there are also potential conflicts within families. And not to mention the fact that the potential windfall was the result of a relative's death. Inheritances are very complicated.

  • Read more

3 Ways to Tap Your Life Insurance While You’re Living

Submitted by Epoch Wealth Management on December 22nd, 2017

Most financial planners agree that life insurance is essential for protecting families against financial loss, which is why many recommend purchasing the maximum amount needed at the cheapest cost using a term policy. Where they start to diverge in their thinking is in any discussion about life insurance as an asset.

  • Read more

Video: Buying vs Leasing: Tips for Stretching Your Car Budget

Submitted by Epoch Wealth Management on December 15th, 2017

Consider these trade-offs between buying and leasing when looking to stretch your car budget.

 

An Estate Planning Primer for Business Owners

Submitted by Epoch Wealth Management on December 11th, 2017

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.

  • Read more

An Estate Planning Primer for Business Owners

Submitted by Epoch Wealth Management on December 11th, 2017

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.

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

Have a Question?

Recent Blog Posts

  • The Importance of Proper Planning for a Physically Ill Spouse or Loved One
  • Should You Retire at the Same Time As Your Spouse?
  • Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Archived Blog

  • January 2021 (1)
  • December 2020 (4)
  • November 2020 (2)
  • October 2020 (5)
  • December 2019 (1)
  • November 2019 (1)
  • October 2019 (1)
  • September 2019 (2)
  • June 2019 (1)
  • May 2019 (3)
  • March 2019 (2)
  • January 2019 (1)
  •  
  • 1 of 3
  • ››

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

© 2021 Epoch Wealth Management. All rights reserved.

Website Design For Financial Services Professionals