EP Wealth Advisors

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5 Mistakes High-Net-Worth Families Make in Financial Planning

High-net-worth families face complex financial planning challenges....

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Retirement Planning Terminology: 10 Terms You Need To Know

Retirement planning is complicated, with many different terms to know. At the end of the day, it’s...

How to Calculate Rental Property Cash Flow

How to Calculate Rental Property Cash Flow The primary aim of investing in real estate is to...

Robo Advisors vs. Personal Financial Advisors: Which Should You Choose?

Robo and Human Financial Advisors: The Differences and Which Should You Choose? Planning for a...

Your Estate Planning Checklist: 4 Things to Include When Creating Your Estate Plan

If your goal is to make sure your family is taken care of when you’re gone—and you don’t want them...

How to Make a Smooth Transition to Retirement

How to Prevent Fraud: Cybersecurity Tips for Investors

When to Convert Your 401(k) Into a Roth IRA

To save for your retirement and secure your financial future, you’ve contributed to your 401(k)...

What Does the ‘Fiduciary’ in ‘Fiduciary Advisor’ Mean?

Imagine a world where every professional had to act in your best interest. Wouldn’t that be nice?...