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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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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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Infographic: Buying vs Leasing - Tips for Stretching Your Car Budget As Far As It Can Go

Submitted by Epoch Wealth Management on December 4th, 2017

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

 

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High Net Worth Families Need a Complete Risk Management Plan

Submitted by Epoch Wealth Management on November 4th, 2017

Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem of risk at every level of a family’s lifestyle in order to ultimately arrive at a solution for each. Each risk calls for separate measures, which usually require separate forms of insurance.

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Protecting Your Intellectual Capital

Submitted by Epoch Wealth Management on November 4th, 2017

Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company.

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High Net Worth Families Need a Complete Risk Management Plan

Submitted by Epoch Wealth Management on September 9th, 2017

Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem of risk at every level of a family’s lifestyle in order to ultimately arrive at a solution for each. Each risk calls for separate measures, which usually require separate forms of insurance.

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