financial-education

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FEATURED INSIGHT

Managing Sudden Wealth: Lottery Winnings, Inheritances, and Business Exits

EP Wealth Vice President, Advisor, David DeVita, CFA, CFP®, CIPM®,...

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Understanding the Social Security Fairness Act

Learn how the Social Security Fairness Act affects retirement benefits for public servants by...

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.

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