EP Wealth Advisors

EP Wealth’s Regional Director, Cannon Carr, explains how financial...

The 2024 401(k) catch-up contributions have not changed. However, other IRS updates may impact your...

Learn about the 401k contribution limits for highly compensated employees (HCEs). Discover how HCEs...

The Safe Harbor 401(k) requires that employer contributions be fully vested. Learn more about the...

Learn the essential steps to set up a 401(k) for your small business. From plan design to provider...

401(k) contribution limits for employees are increasing in 2025. Find out how much you can put away...

As the 2024 election approaches, investors are bracing for market volatility. EP Wealth's Adam...

A new year brings new possibilities and a new set of opportunities to keep your financial house in...

Ask virtually anyone who owns a business, and they’ll tell you they have plenty on their mind—and...