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    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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    Should You Roll Over Your 401(k) to an IRA?
    Should You Roll Over Your 401(k) to an IRA?

    Author: Trevor Bush The decision on whether or not to perform a 401(k) rollover often involves more...

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