Lucas Karasch, CFP

Hand holding smartphone with stock trading chart and blurred monitors of market volatility in background

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Wealth Preservation Strategies During Market Volatility

EP Wealth's Bob McCarty, MBA, AAMS® shares five strategies for...

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What Happens to Your Tax Liability With Proper Financial Planning?

No one wants to pay a larger share of their income in taxes than the law requires them to. Yet, the...

How to Talk to Your Spouse About Finances

When two people get married, they’re not only bringing together two unique personalities and...