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Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by Epoch Wealth Management on July 9th, 2017

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

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Think You’re Covered for Travel Abroad? Think Again

Submitted by Epoch Wealth Management on June 2nd, 2017

World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people typically cover with a typical homeowner’s policy or travel benefits from their credit card companies are multiplied when traveling the globe.

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Sure, You're Insured…But Does Your Policy Really Protect Your Business?

Submitted by Epoch Wealth Management on May 30th, 2017

Business owners, by their nature are creatures of optimism. The last thing that business owners want to think about is what can go wrong. If they have the right kind of insurance coverage, they may not have to think about it. It takes a thorough assessment of all of the possible risks and the business’ exposure to them to construct the right kind of insurance coverage.

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Game of Life: Financial Planning At Every Age

Submitted by Epoch Wealth Management on May 1st, 2017

If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.

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Sure, You're Insured…But Does Your Policy Really Protect Your Business?

Submitted by Epoch Wealth Management on April 29th, 2017

Business owners, by their nature are creatures of optimism. The last thing that business owners want to think about is what can go wrong. If they have the right kind of insurance coverage, they may not have to think about it. It takes a thorough assessment of all of the possible risks and the business’ exposure to them to construct the right kind of insurance coverage.

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High Net Worth Families Need a Complete Risk Management Plan

Submitted by Epoch Wealth Management on March 22nd, 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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Paws and Effect - The annual cost of pet ownership and how to reduce costs

Submitted by Epoch Wealth Management on March 21st, 2017

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our best friends.

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Retire to Happiness: Tips to Thrive in the Next Chapter of Life

Submitted by Epoch Wealth Management on February 17th, 2017

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business.

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Retire to Happiness: Tips to Thrive in the Next Chapter of Life

Submitted by Epoch Wealth Management on February 17th, 2017

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business.

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The Biggest Reasons to Own Life Insurance

Submitted by Epoch Wealth Management on February 15th, 2017

Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic financial security needs would be in jeopardy should they suffer the loss of one of their primary breadwinners.

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