EP Wealth Advisors

Explore tax-efficient gifting strategies—from annual exclusions to...

Providing your kids a college education is a top priority for many parents. There’s just one...

Navigating the entrepreneurial landscape requires one to take on multiple roles - from the CEO's...

Are my deposits covered? FDIC insurance automatically covers certain deposit accounts. For...

When it comes to retirement planning, the decision about when to take Social Security is one of the...

You’ve worked hard for decades, and now it’s time to live the good life and get ready to enjoy your...

Investing isn’t a walk in the park—even when the economy is firing on all cylinders.

You’ve landed a great job with a generous benefits package. However, there's one thing to work out:...

Women have many things to think about when it comes to planning for retirement. For starters, women...