EP Wealth Advisors

EP Wealth Vice President, Advisor, Lucas Karasch, CFP®, shares how...

As 2024 winds to a close, it is the ideal time to review your financial position. This year-end...

Approaching the holidays without a budget can lead to overspending and a debt hangover. Try these...

If you work for a company, you might be offered a 401(k) plan. For millions of Americans, 401(k)...

After meeting your RMD, you can reinvest additional IRA funds into a ROTH IRA to keep growing...

A trust is a powerful estate planning tool that protects your assets and avoids the probate...

Did your 401(k) have a good year? EP Wealth retirement planning advisors explain how to calculate...

Discover tips for financially preparing to leave your spouse and budgeting for your new life. EP...

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