Category: Resources

Epic Capital Insights – Fall 2016

Nov 3, 2016

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Retire


Epic Capital Insights – Summer 2016

Aug 3, 2016

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Estate Planning after a failed marriage


2016 Mid Year Outlook

Jul 21, 2016

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Elect to Invest


Epic Capital Insights – Spring 2016

Jun 22, 2016

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Inherited Real Estate


2016 Annual Limits Relating to Financial Planning

May 31, 2016

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2016 Annual Limits


Epic Capital Insights – Winter 2016

May 31, 2016

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Comprehensive Financial Planning


2016 Outlook

May 31, 2016

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Embrace the Routine


Life’s Important Documents

May 31, 2016

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What to Keep and How Long


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

May 31, 2016

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Financial Red Flags


Financial Birthdays to Remember

May 31, 2016

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Happy Birthday Financial Milestones


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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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