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For families in America, funding a college education is the second largest expense next to owning a...
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From the Sideline to Retirement: Financial Transition Planning for Coaches
EP Wealth Vice President, Advisor, Zach Pidgeon, CFP®, EA, draws on...
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Back in 2015, the Supreme Court ruled in favor of legalizing same-sex marriage. LGBTQ+ couples that...
An estimated 3 million LGBTQ+ adults are currently over age 50. This figure is expected to reach 7...
CERTIFIED FINANCIAL PLANNER(TM) professionals like EP Wealth Advisors’ Pete Fry and Levi Anderson...
No one wants to pay a larger share of their income in taxes than the law requires them to. Yet, the...
When two people get married, they’re not only bringing together two unique personalities and...
As a Certified Financial Planner™, I am often asked by clients, “what’s the best way to use my tax...
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Are my deposits covered? FDIC insurance automatically covers certain deposit accounts. For...
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