Income Planning
The goal of retirement is to live off your assets ... not on them.
It’s been made clear: you will be responsible for the largest percentage of your income in retirement, more so than any other generation. As pensions get shut down, and as Social Security reserves continue to decline – finding ways to supplement income in retirement is becoming one of the most important aspects of financial planning. Despite this added burden, proper income planning will allow you to live comfortably, and live the life you envision, in retirement. We provide you a host of strategic options and actionable ideas that can help provide you a steady and predictable stream of income in accordance with your retirement lifestyle goals.
Epic Insights
Sep 20, 2024
Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult.
Sep 18, 2024
Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’d been meaning to take care of it for some time. For … Continue reading “The Cost of Procrastination”
Sep 16, 2024
The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find that creating a financial strategy is the last thing on their minds. And who can blame them? After all, new parents have a million concerns to … Continue reading “Financial Tips for Young Families”
Top of Page
Services
Epic Capital provides the following comprehensive financial planning and investment management services: Learn More >
Find us on:
Copyright © 2024 Epic Capital Wealth Management. All Rights Reserved.
Securities offered through LPL Financial. Member FINRA/SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, DC, DE, FL, GA, IN, LA, MD, MO, MS, NC, NJ, NY, PA, SC, TN, TX, VA, VT, WA.