financial-planning

deferred compensation written on black paper with a calculator, cash, and pen in the background

FEATURED INSIGHT

Retaining Key Employees with Deferred Compensation Plans

Deferred compensation plans help businesses potentially retain key...

Subscribe and Stay Current with EP Wealth's Insights

Financial Planning Tips for Retiring in Phoenix

Phoenix is a marvelous city, full of breathtaking nature and an endless number of things to do.

5 Simple Ideas To Update Your Financial Strategy (While Sitting on Your Couch)

Remember that New Year’s Resolution way back at the beginning of the year? Well it’s a great time...

How I am Teaching My 4-year Old About Money

Author: Laura Knolle Since I do financial planning for a living, financial literacy is very...

How to Find a Financial Advisor

Author: Mike McGrath When choosing a financial advisor, the best first step is to determine what...