financial-education

FEATURED INSIGHT

Preparing Your Family for Their Inheritance

EP Wealth's Jon Bacon, CFP®, shares practical steps for preparing...

Subscribe and Stay Current with EP Wealth's Insights

Tariffs' Impact on Economic Activity

When you hear about tariffs in the news, it might seem like an abstract economic policy that...

4 Interesting Facts About Employer Contributions to Your 401(k)

If you work for a company, you might be offered a 401(k) plan. For millions of Americans, 401(k)...

What is Financial Infidelity?

Discover what financial infidelity is, the signs to watch for, and how it can impact relationships....

Don't Fear the Unknown: Making Investment Decisions with the Help of a Financial Advisor

Investing isn’t a walk in the park—even when the economy is firing on all cylinders.

How Can I Donate to Charity Effectively?

In the full scope of managing money, people want to know that the money they donate to charitable...

Advice for Navigating the Difficulties of Estate Planning as a Family

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