Remember that New Year’s Resolution way back at the beginning of the year? Well it’s a great time to get back in action. Here are a few ideas you can easily do from the comfort of your home online with your tablet/computer and a phone.

Author: Elliott Servais

According to a recent Manta survey of small-business owners, 34% don’t offer any type of retirement benefits.

Why is this?

As a small business ourselves, the team at EP Wealth Advisors knows that running your company makes time a precious resource. Employers who aren’t investing in a retirement plan may be missing out on an opportunity to prepare for retirement and the potential saving benefits that come with it.

Author: Laura Knolle

Since I do financial planning for a living, financial literacy is very important to me. I have two high energetic boys, Jonathan (age 4), and Jordan (age 1) and I want to raise my kids to be financially smart.  I have given a lot of thought about how to teach the boys about money and asked for advice from friends who also have young children. I finally felt that I just needed to start something, see how it works, and adjust as needed. My financial literacy goals were simple: 

1. Set the groundwork to learn the basics of money

2. Use money as a reward to incentivize good behavior 

3. Most importantly, make it fun.

Acquisition Enables EP Wealth to Break Into Phoenix Market, Deepen Talent Pool

Author: Adam Phillips

In 1735, Benjamin Franklin penned an article for The Pennsylvania Gazette in which he suggested “an ounce of prevention is worth a pound of cure,” meaning preparing today for a potential crisis is preferable to reactive measures taken after an event has already occurred.  Although the quote originally referred to fire safety in his adopted hometown of Philadelphia, the same rule could apply to monetary policy in 2019.