financial-planning

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

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...

A 529 college savings plan is a simple, straightforward tool to save for your child’s education....

Providing your kids a college education is a top priority for many parents. There’s just one...

For families in America, funding a college education is the second largest expense next to owning a...

Back in 2015, the Supreme Court ruled in favor of legalizing same-sex marriage. LGBTQ+ couples that...

An estimated 3 million LGBTQ+ adults are currently over age 50. This figure is expected to reach 7...

CERTIFIED FINANCIAL PLANNER(TM) professionals like EP Wealth Advisors’ Pete Fry and Levi Anderson...