retirement-planning

happy couple reviewing finances together

FEATURED INSIGHT

Guide to Financial Planning for Marriage

EP Wealth's Alina Narr, CFP®, EA, shares helpful tips on how newly...

Subscribe and Stay Current with EP Wealth's Insights

The Four Main Considerations for Aging in Place

Author: Rick Bryan

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...

When to Convert Your 401(k) Into a Roth IRA

To save for your retirement and secure your financial future, you’ve contributed to your 401(k)...

Succession Planning Best Practices for Retiring Small-Business Owners

You’ve spent your whole life working hard and building a business you’re proud of. You may want to...

Financial Planning Tips for Retiring in Seattle

Seattle is a beautiful city with lots to do. No trip there would be complete without checking out...

Awesome Budgeting Apps for Couples Planning for Retirement

In the age of technology, new solutions have disrupted everything from transportation (Uber) and...

Envisioning Your Retirement Lifestyle

Imagining what your retirement lifestyle will look like can make it easier for you to plan for the...

Financial Planning Tips For Retiring In Denver

Denver is a beautiful, happening city with lots going on. It’s got something for everyone. If...