EP Wealth Advisors

EP Wealth's Adam Fein and Joseph Palumbo share what Trump’s new...

Considerations for Paying Off Debt While Saving for Retirement

Financial planning and budgeting can be critical for those who want to achieve long-term financial...

6 Tips for Managing Money in Your 40s

While you were working and raising a family, you might have had an emergency fund that enabled you...

You’ve spent your whole life working hard and building a business you’re proud of. You may want to...

Seattle is a beautiful city with lots to do. No trip there would be complete without checking out...

Most Americans have a serious problem with savings. In fact, a 2022 study found that 56 percent of...

In the age of technology, new solutions have disrupted everything from transportation (Uber) and...