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FEATURED INSIGHT

Top Recommended Apps and Tools to Begin Financial Planning

Explore recommended financial planning tools and apps for tracking...

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For some small business owners, the phrase “tax deductions” is music to the ears. Yet, many are not...

Ask virtually anyone who owns a business, and they’ll tell you they have plenty on their mind—and...

Have you considered all the implications of retiring in Los Angeles? EP Wealth’s financial advisors...

As the year winds to a close, there are some significant tax rules coming into effect in January...

While sound financial advice can be beneficial, there are certain times in your life, especially as...

One in ten U.S. workers is self-employed. Many don’t have a plan in place for the future. Learn the...

There is no magic formula to determine how much to save for retirement. Thoughtful retirement...

Personal healthcare costs are expected to increase an average of 5% annually in the U.S. in the...