Newsletter Archive


Epic Insights

Feb 26, 2020

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.

Feb 24, 2020

The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.

Feb 21, 2020

Getting rich quick can be liberating, but it can also be frustrating. A sudden wealth windfall can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with … Continue reading “When a Windfall Comes Your Way”

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