Christopher Estrada

    Blended family, children, parents, and grandparents together on living room sofa in house

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    Estate Planning for Blended Families

    EP Wealth’s Stephanie Richman, CFP®, shares key estate planning...

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    The Upside of Down Markets: Tax Smart Moves You Can Make When Markets are Volatile
    The Upside of Down Markets: Tax Smart Moves You Can Make When Markets are Volatile

    In times of market volatility, smart tax strategies can turn uncertainty into opportunity. EP...

    The M.I.L.O Method: A Financial Planner’s Playbook for Concentrated Positions
    The M.I.L.O Method: A Financial Planner’s Playbook for Concentrated Positions

    If you work in tech, there’s a good chance a meaningful portion of your net worth is tied up in...

    A Financial Planner’s Guide to Roth Conversions: A Tool for Recent Retirees
    A Financial Planner’s Guide to Roth Conversions: A Tool for Recent Retirees

    A Financial Planner’s Guide to Roth Conversions: A Tool for Recent Retirees

    Should I Have an HSA?
    Should I Have an HSA?

    Personal healthcare costs are expected to increase an average of 5% annually in the U.S. in the...

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