Mike McGrath, CFP®, CLU®, CAP®

couple enjoying early retirement on yacht during summer

FEATURED INSIGHT

Strategies to Help Achieve Financial Independence by 40

Financial independence by 40 is an ambitious but increasingly common...

Subscribe and Stay Current with EP Wealth's Insights

Advice for Navigating the Difficulties of Estate Planning as a Family

Financial Planning Checklist: Preparing for Retirement

Author: Mike McGrath The idea of waking up late on a Tuesday morning and having nothing to do other...

How to Find a Financial Advisor

Author: Mike McGrath When choosing a financial advisor, the best first step is to determine what...