8 Fun Ideas for Jobs After Retirement

You’ve worked hard your whole life, and now it’s time to enjoy retirement. But retirement doesn’t necessarily mean the same thing to everyone—and it certainly doesn’t mean you can’t work.

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What It’s Like to Work With EP Wealth Advisors – Completing Your Financial Health Assessment

The Proposal Meeting*: Financial Health Assessment

Some investors who have worked with a financial advisor and received a proposal before have noted that, while they were given the feeling they were being heard, this didn’t ultimately mean they actually had been listened to.

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What It’s Like to Work With a Financial Advisor | EP Wealth Advisors

Shopping for a financial advisor isn’t easy, and some advisors have earned the industry a less-than-stellar reputation. So we understand why, as an investor, you might be wary of salespeople with expensive products to pitch and doubt that the advice given really applies to you. That’s why we structured EP Wealth Advisors as a fee-only firm whose status as a fiduciary means we do not receive financial incentives when recommending investment products, and we are required to put your interest before our own. In addition to explaining these benefits to prospective clients, we wanted to be able to demonstrate them. To do this effectively,  we have created a Financial Health Assessment. It’s a transparent, two-meeting process* geared to inform and educate you on the realities of the markets, financial planning, and establish the foundation for a trusting relationship with an EP Wealth Advisor.

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Why Place Your Trust in a Fee-Only Financial Advisor?

It’s a hard truth many financial advisors would rather not hear. As numerous sources such as the popular financial website The Motley Fool have noted, 65% of respondents in a 2016 poll by the American Association of Individual Investors said they mistrust the financial services industry to some degree, and only 2% claimed to trust financial professionals “a lot.”

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What is Succession Planning: Everything You Need to Know

Author: Ryan Serrecchia 

It takes a forward-looking individual to launch and build a small business—someone with a rock-solid commitment to investing time and money in an organization based on its potential for future rewards. So it’s a bit ironic that, according to the Small Business Administration, only 30 percent of small-business owners have done any succession planning, let alone sought out succession planning services, a strategy that can contribute to the ultimate value of their company. Owners tend to be so focused on the day-to-day requirements of dealing with clients and employees that they barely have time to plan dinner, let alone plan for the long term. But failing to appreciate the importance of succession planning can have a number of negative consequences. Uncertainty about who will eventually assume control can lower the value of a firm, while also increasing stress and forcing the owners to work longer than desired or sell at a less favorable price and decreasing personal wealth.

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