EP Wealth Advisors

High-net-worth individuals face complex tax challenges. Learn about...

Avoid probate and simplify asset transfers with smart estate planning. Learn how trusts, joint...

Learn how the Social Security Fairness Act affects retirement benefits for public servants by...

With new 401(k) contribution limits for 2025, it’s time to update your retirement plan. Learn just...

For employees of Fortune 500 companies who receive much of their compensation in equity, or for...

Business owners have until October 1 to set up a new SIMPLE 401(k) plan, allowing employees to make...

We understand how challenging it can be to navigate the aftermath of a wildfire. To help during...

EP Wealth advisors share important Medicare updates for 2025 to help you adjust your retirement...