EP Wealth Advisors

401(k) contribution limits have been raised for 2026. Learn how the updated IRS thresholds may...

Scenario planning tests financial resilience against market, tax, and liquidity risks. EP Wealth...

Financial independence by 40 is an ambitious but increasingly common goal for high earners seeking...

Catch-up contribution limits are changing for 2026. Learn how standard and super catch-up rules...

Key financial, tax, and estate decisions follow the loss of a spouse in retirement. Find practical...

401(k) contribution limits for employees are increasing in 2026. Find out how much you can put away...

If you have a Safe Harbor 401(k), you have the potential to save more in 2026. Learn about changes...

When is Tax Day in 2026? Review key deadlines, refund timing, and extension options for the...