The Four Main Considerations for Aging in Place


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Retirement Planning Terminology: 10 Terms You Need To Know

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Retirement planning is complicated, with many different terms to know. At the end of the day, it’s about more than just saving money. You also need to think about things such as insurance, individual retirement accounts (IRAs), estate planning, and more.

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Cleaning Out Your Closet: What Organizing Your Finances Look Like with EP Wealth


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Getting your financial house in order is incredibly important when it comes to planning for the future. Not only does this make it easier to understand your current spending habits and live within your means, but you’ll also know where all of your important documents are in the event that you ever need them. Beyond that, it will also be easier to prioritize your money and determine how you want to spend it. Maybe you want to save up for that big family trip to Hawaii, or maybe you’ll sock money away for a new Tesla.

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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) account at work for as long as you can remember. And ideally, you’ve also maximized the employer match program, too. Great work!

But now you’re about to retire, and you want to plan for your financial future. Part of that may involve figuring out what you’re going to do with your 401(k).

Of course, you can leave your 401(k) alone. It’ll likely grow over time—alongside the market.

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4 Things All Women Should Think About When Planning For Retirement

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Planning for retirement is difficult for everyone. Women, however, have their own unique set of challenges. Statistically speaking, with lower wages, lower investment rates, unique insurance needs, and a longer life expectancy, planning needs to be done thoughtfully. Understanding each woman’s unique  challenges is necessary in creating a successful retirement plan.


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