Dividing debts in a divorce can be a complex process. Financial Planning Manager and Divorce Analyst Linda Ginder explains how mortgages, loans, credit cards, and other debts can be split in divorce. Find an EP Wealth advisor near you.   ..read more

Money is a common source of contention when couples divorce. A Certified Divorce Financial Analyst® at EP Wealth can potentially help protect their clients’ financial interests to build a future after divorce. Connect online to find an advisor near you.   ..read more

Who suffers the most financially in a divorce? The answer has a lot to do with the roles spouses play during the marriage, as EP Wealth CDFA® Linda Ginder explains. Find a divorce financial advisor near you.   ..read more

A CDFA is a financial planner who specializes in divorce-related financial matters. Learn more from EP Wealth CDFA® Linda Ginder. Connect online to locate an advisor near you ..read more

401(k) contribution limits for employees are increasing in 2024. Find out how much you can put away for retirement this year from the financial advisors at EP Wealth.   ..read more

As the 2024 election approaches, investors are bracing for market volatility. EP Wealth's Adam Phillips shares insights on navigating uncertainty and focusing on long-term goals during this turbulent time ..read more

A new year brings new possibilities and a new set of opportunities to keep your financial house in order. These 9 important topics, ranging from tax preparation to Medicare, are all part of a comprehensive financial plan to help keep you on track to your goals. Though you may already be working with your Advisor on the items listed below, it's always good to review the list, especially if your situation has recently changed. EP Wealth Advisors is available to help - current clients can reach out to their Advisor anytime, and if you're not a client but would like to talk to an advisor, click h ..read more

For some small business owners, the phrase “tax deductions” is music to the ears. Yet, many are not fully aware of some deductions that might be available to them. Or they are simply not as diligent about tracking expenses and saving receipts as they could be ..read more

Ask virtually anyone who owns a business, and they’ll tell you they have plenty on their mind—and their to-do list. Managing operations, employees, vendors, marketing, and financial tasks and legal matters are just some of the things a business owner has to deal with, and this can leave little time for other tasks ..read more

Have you considered all the implications of retiring in Los Angeles? EP Wealth’s financial advisors have tips to get you started ..read more