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Financial Literacy for Children

Submitted by Epoch Wealth Management on September 25th, 2018

In a recent survey by JumpStart Coalition for Financial Literacy, only 26 percent of those between the ages of 13-21 said that they had been taught how to manage money. Yet, when they turn 18, kids are signing contracts for student loans, opening credit card accounts, and in many instances, living away from home with little financial guidance available.

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401(k) vs. IRA

Submitted by Epoch Wealth Management on September 5th, 2018

As the go-to investment option for most companies and their employees, 401(k) plans provide many benefits to plan participants, including deferment of taxes, the likelihood of an employer match, and a high maximum allowable for annual contributions.  But for those that are self-employed, or whose employer does not offer a 401(k), a traditional or Roth IRA is an option.

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How to Save on Health Care Costs

Submitted by Epoch Wealth Management on September 5th, 2018

The average American spends more than $10,000 per person annually on healthcare expenses, including premiums, deductibles and coinsurance amounts.  For a large family, that amount can quickly become unsustainable. In the past, it was common for employers to absorb the majority of these costs, leaving the employee responsible for only a small portion.

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401(k) Basics

Submitted by Epoch Wealth Management on August 13th, 2018

As a retirement plan, 401(k) plans currently outpace the competition, with more than 54 million Americans participating in a 401(k) plan, and nearly 550,000 plans offered.

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Video: Health Insurance 101

Submitted by Epoch Wealth Management on July 20th, 2018

Before you enroll in another health insurance plan, here are some common terms you need to know – and understand:

 

Protecting Your Personal Data

Submitted by Epoch Wealth Management on July 20th, 2018

In light of recent security breaches at Facebook and Yahoo, it’s vital that we do a better job ensuring that our personal data remains hidden from criminals and hackers. In fact, Facebook and Yahoo were just two of the over 1,500 data breaches that occurred in 2017.

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Best Tax Friendly Places to Live for Retirees

Submitted by Epoch Wealth Management on July 20th, 2018

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes numerous taxes on social security, pensions, and other retirement income.

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How Costly Gaps in Disability Insurance Coverage Can Be Avoided

Submitted by Epoch Wealth Management on June 16th, 2018

Professionals, executives and business owners recognize the threat that a disability poses to their financial security, which is why many have individual disability insurance. But far too many purchase a disability insurance plan without carefully considering their future needs.

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Planning your Estate

Submitted by Epoch Wealth Management on June 16th, 2018

Accepting one’s own mortality is a tough pill to swallow. As such, estate planning can be a morbid topic that lingers in the background of our lives ominously. Nobody wants to plan for their own death! However, the repercussions your family will face are dire if you delay preparing for the unforeseen curveballs that life throws our way.

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Why Financial Advisors Are Still Necessary

Submitted by Epoch Wealth Management on June 16th, 2018

The rising popularity of robo-advisors has some in the industry wondering whether this is the beginning of the end for financial advisors.

In reality, robo-advisors have been able to do something that traditional financial advisors have not; get those with limited resources to begin creating a portfolio of investments.

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