Category: Resources

Epic Capital Impact – Fall 2018

Oct 19, 2018

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Why ESG is Growing

Epic Capital Insights – Fall 2018

Oct 15, 2018

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Epic Capital Impact – Summer 2018

Aug 27, 2018

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ESG Investing

Epic Capital Insights – Summer 2018

Aug 17, 2018

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2018 Mid Year Outlook

Jul 13, 2018

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Semi-Annual Update

Epic Capital Insights – Spring 2018

May 22, 2018

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Life Insurance Tips

Epic Capital Impact – Spring 2018

May 20, 2018

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Impacts of #MeToo

Epic Capital Impact – Winter 2018

Feb 19, 2018

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Responsible Investing

Epic Capital Insights – Winter 2018

Feb 15, 2018

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Financial Planning

2018 Annual Limits for Financial Planning

Jan 10, 2018

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2018 Annual Limits

Epic Impact Video Series >

More Insights

Oct 14, 2019

Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal professionals sometimes leave their heirs out of the conversation.

Oct 11, 2019

Do you regularly donate to charities and other non-profit organizations? Then you may want to open a donor-advised fund. Donor-advised funds are becoming popular. It is easy to see why. They offer potential tax perks, and in some instances, a chance to grow money set aside for charitable gifting.

Oct 9, 2019

Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps. Buying the first policy you see. Anyone interested in life insurance should take the time to compare a few plans – not only their rates, but also … Continue reading “Avoid These Life Insurance Missteps”

Oct 4, 2019

Do you have to make a multimillion-dollar gift to a charity to receive immediate or future financial benefits? No. If you’re not yet a millionaire or simply a “millionaire next door,” yet want to give, consider the following options, which may bring you immediate or future tax deductions.

Oct 2, 2019

How healthy a retirement do you think you will have?If you can stay active as a senior and curb or avoid certain habits, you could potentially reduce one type of retirement expense. Each year, Fidelity Investments presents an analysis of retiree health care costs. In 2019, Fidelity projected that the average 65-year-old couple would spend … Continue reading “Retirement Wellness”

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