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EP Wealth's Alina Narr, CFP®, EA, shares helpful tips on how newly...

A trust is a powerful estate planning tool that protects your assets and avoids the probate...

If you have a Safe Harbor 401(k), you have the potential to save more in 2025. Find out about these...

Did your 401(k) have a good year? EP Wealth retirement planning advisors explain how to calculate...

Discover tips for financially preparing to leave your spouse and budgeting for your new life. EP...

It is time to start looking ahead to important retirement planning dates for 2025. EP Wealth has...

The 2024 401(k) catch-up contributions have not changed. However, other IRS updates may impact your...

Learn about the 401k contribution limits for highly compensated employees (HCEs). Discover how HCEs...

The Safe Harbor 401(k) requires that employer contributions be fully vested. Learn more about the...