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    Ask a Financial Planner: How Can I Give Fairly to the Children in My Life?

    EP Wealth financial planner Emily Sorensen, MS, CFP®, addresses a...

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    Ask a Financial Planner: How Can I Give Fairly to the Children in My Life?
    Ask a Financial Planner: How Can I Give Fairly to the Children in My Life?

    EP Wealth financial planner Emily Sorensen, MS, CFP®, addresses a common question related to next...

    Giving While Living: What if You Didn't Wait?
    Giving While Living: What if You Didn't Wait?

    Most estate plans answer the question of who will receive your wealth, but far fewer address an...

    From the Sideline to Retirement: Financial Transition Planning for Coaches
    From the Sideline to Retirement: Financial Transition Planning for Coaches

    EP Wealth Vice President, Advisor, Zach Pidgeon, CFP®, EA, draws on his background in college...

    How Can I Donate to Charity Effectively?
    How Can I Donate to Charity Effectively?

    EP Wealth covers charitable giving strategies that may help donors with significant assets give...

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