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

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

Video: Easy Ways To Financial Health

Submitted by Epoch Wealth Management on May 24th, 2019
 

 

  • Read more

Credit Cards versus Debit Cards

Submitted by Epoch Wealth Management on May 24th, 2019

Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take money out of your bank account when used, unlike a credit card, which will pay for the purchase and later add the amount of the transaction to your monthly statement.

But are there any other differences between the two?

  • Read more

Benefits and Risks of Purchasing Investment Property

Submitted by Epoch Wealth Management on March 4th, 2019

If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but you want to be aware of the risks prior to investing in property. And like any investment, there can be rewards, some quite large.

  • Read more

Easy Ways to Financial Health

Submitted by Epoch Wealth Management on March 3rd, 2019

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.

  • Read more

Donation Details

Submitted by Epoch Wealth Management on January 7th, 2019

Donating money to our favorite charitable organization is a year-end ritual for many of us. While monthly giving has gained in popularity in recent years, most of us still tend to open up our wallets just a bit wider at the end of the year.

  • 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

  • January 2017 (5)
  • December 2016 (2)
  • November 2016 (8)
  • ‹‹
  • 5 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