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Female Certified Divorce Financial Analyst (CDFA) meeting with a senior woman in a modern wealth management office, discussing financial planning and divorce-related financial decisions.

FEATURED INSIGHT

Financial Planning Before Divorce: How A CDFA® Can Help You

EP Wealth Vice President, Advisor, Kathy Costas, CDFA®, explains how...

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Can I Afford to Take a Sabbatical?

It’s been a tough few years to say the least. Record numbers of employees are quitting their jobs...

Advice for Navigating the Difficulties of Estate Planning as a Family

Appreciated Concentrated Positions: Doing Nothing Might Cost You Big Time

Author: Rick Bryan

The Four Main Considerations for Aging in Place

Author: Rick Bryan

Retirement Planning Terminology: 10 Terms You Need To Know

Retirement planning is complicated, with many different terms to know. At the end of the day, it’s...

From Accumulation to Distribution: How to Handle This Essential Transition in Your Financial Plan

Author: Ryan Serrecchia

How to Calculate Rental Property Cash Flow

How to Calculate Rental Property Cash Flow The primary aim of investing in real estate is to...

Your Estate Planning Checklist: 4 Things to Include When Creating Your Estate Plan

If your goal is to make sure your family is taken care of when you’re gone—and you don’t want them...