Mike McGrath, CFP®, CLU®, CAP®

A woman analyzes financial data and asset location on her laptop and tablet at table

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The Importance of Asset Location: What to Consider for Tax-Conscious Investing

EP Wealth Vice President, Advisor, Terri Velgara, CFP®, shares how...

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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...