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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

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

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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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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

 

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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.

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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.

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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.

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