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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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Making Money in Real Estate: Pitfalls to Prepare For

Submitted by Epoch Wealth Management on February 13th, 2017

Ask anyone and even if they don’t know a thing about investing they’ll say, “oh, real estate is a great investment!” Well, it can be if you approach it in a smart way that works for you and your financial situation.

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Retirement Income Planning Requires Realistic Spending Assumptions

Submitted by Epoch Wealth Management on February 6th, 2017

If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule, the one that suggests that retirees will need between 70 and 80% of their pre-retirement income in order to maintain their standard of living.

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Financial Planning for Your Aging Parents

Submitted by Epoch Wealth Management on February 1st, 2017

If you come from a typical family, finances were rarely discussed in detail even as you matured into adulthood, which was fine as long as your parents were fully capable of running their own lives.  But, as your parents age, and with today’s life expectancies that could span another 20 to 30 years at age 60, there is a strong likelihood that they might lose their cognitive function o

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Life Unexpected: Are You Prepared?

Submitted by Epoch Wealth Management on February 1st, 2017

Life happens, and, when it does, it sometimes has a tendency to get in the way of the things we are trying do for ourselves and our families.

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Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Submitted by Epoch Wealth Management on January 17th, 2017

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought was given to the expenses of a vacation or the copay costs at the doctor. There’s something beautifully unburdened in the way which children experience the world: recklessly present and innocently ambivalent.

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Giver Beware...Charity or Fraud?

Submitted by Epoch Wealth Management on January 16th, 2017

Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to “qualified organizations” on your taxes at totals up to “50 percent of your adjusted gross income,” according to the Internal Revenue Service.

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Your Credit Card Security Code is the Key to Fraud

Submitted by Epoch Wealth Management on January 16th, 2017

Credit card fraud is on the rise. Millions are hit with it each year, so most credit card users are more vigilant than ever, which is a good thing, except for when they fall for a fraud investigation fraud.  Think about it, you’re now conditioned to watch over your carefully watch over your credit cards and react promptly if any signs of fraud pop up.

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Will It to be So: Things to Consider for a Strong Will

Submitted by Epoch Wealth Management on January 16th, 2017

Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately conjures up all sorts of emotions because, let’s be honest, the absence of being IS emotional. But, death is also cause for practicality.

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