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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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Do Spouses Need the Same Amount of Life Insurance?

Submitted by Epoch Wealth Management on March 23rd, 2018

Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs.

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Infographic: The Importance of Financial Goals

Submitted by Epoch Wealth Management on March 19th, 2018

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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.

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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.

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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.

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