Month: May 2016

2016 Annual Limits Relating to Financial Planning

May 31, 2016

thumbnail of 2016_Annual_Limits
2016 Annual Limits


Epic Capital Insights – Winter 2016

May 31, 2016

thumbnail of Epic Insights – WINTER 2016
Comprehensive Financial Planning


2016 Outlook

May 31, 2016

thumbnail of Outlook_2016
Embrace the Routine


Life’s Important Documents

May 31, 2016

thumbnail of ECWM-Lifes-Important-Documents
What to Keep and How Long


The CFP Board’s Consumer Guide to Financial Self-Defense

May 31, 2016

thumbnail of Consumer Guide to Financial Self-Defense
Financial Red Flags


Financial Birthdays to Remember

May 31, 2016

thumbnail of ECWM – Financial Birthdays to Remember
Happy Birthday Financial Milestones


Planning for Your Long-term Care Needs

May 31, 2016

thumbnail of LONG-TERM-CARE-PRESENTATION
Making Sense of Long-term Care


A Parent’s Guide to Kids and Money

May 30, 2016

thumbnail of Insights-and-Resources-A-Parents-Guide-to-Kids-and-Money
Help Teach your Children about Money


Impact Investing: Performance, Purpose and Positioning

May 29, 2016

Light bulb with tree in the reflection
In light of your financial future. What do you see?

The phrase “impact investing” has become the lead moniker chosen to represent several purpose-driven or values-driven strategies that have evolved over the last two decades. Other names such as “sustainable investing”, “socially responsible investing or sustainable, responsible and impact (SRI)”, “corporate social responsibility (CSR)”, “environmental, social and governance (ESG)”, all seem to have been folded-up under the simple more widely accepted term impact investing. The ability to align ones wealth with their values and create a positive impact, in some form or fashion, through the deployment of their investment dollars. (more…)

Tags: ,



More Insights

Dec 1, 2021

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”

Nov 29, 2021

  You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in healthcare costs during the rest of their lives. In fact, Fidelity Investments now projects this cost at $285,000. The effort to prepare for these potential expenses is changing the … Continue reading “Healthcare Costs are Cutting into Retirement Preparations”

Nov 24, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.

Nov 22, 2021

Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. Enter the Fed’s decision for tapering bond purchases.

Nov 19, 2021

The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin to fall to the ground, there are many reasons to be thankful.

Insights + Resources >