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Catch-up contribution limits are changing for 2026. Learn how...

Learn how luxury real estate may fit into a high-net-worth portfolio, including benefits, risks,...

EP Wealth’s Regional Director, Cannon Carr, explains how financial plans can reflect individual...

High-net-worth investors may be able to use advanced, legally compliant income-shifting strategies...

Explore useful strategies to help protect your business from unexpected disruptions like...

EP Wealth’s Jon Moore, CFP®, shares common tax planning mistakes business owners make and offers...

EP Wealth’s Vice Presidents Adam Fein and Joseph Palumbo share what parents of NIL college athletes...

Key Person Insurance can help businesses protect operations, relationships, and succession plans if...

Read our in-depth guide covering estate planning strategies that may potentially help reduce taxes...