financial-education

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.

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

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

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What Is an Emergency Fund (and Why Should You Teach Your Kids & Parents About Them)?

While you were working and raising a family, you might have had an emergency fund that enabled you...

3 Things to Include in Your Weekly Savings Plan

Most Americans have a serious problem with savings. In fact, a 2022 study found that 56 percent of...

7 Ways Families Can Save Money

Raising a family can be expensive. A study from the Department of Agriculture, for example, found...

4 Things to Look for in a Financial Advisor

No two financial advisors are exactly the same. As you begin your search for a financial advisor,...

Paying For Your Kids To Go To College: 7 Tips from a Financial Advisor

You probably want what’s best for your kids. You may want to give your oldest and youngest the same...