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The Epstein and White Financial Blog

Building Lifelong Relationships Rooted in Performance and Trust.

102, 2023

Don’t Forget the Tried-and-True Value of Compounding Interest

February 1, 2023|Financial Planning, Investment Strategies|

If you forgot what compounding interest was, let’s get a refresher on it. Compounding interest is the process by which the interest earned on an investment is reinvested, so that the initial investment grows over time. This is a powerful tool that can significantly increase the value of an investment over the long term, making it an important concept to understand when planning for retirement. One [...]

2601, 2023

Let’s Talk Social Security

January 26, 2023|Social Security|

For most, Social Security provides a solid foundation for retirement income. In fact, as of September 2022, over 70 million Americans were collecting benefits.[1] However, not everyone knows exactly how or when to start tapping into this resource. As you grow older and retirement looms on the horizon, the decisions you make start to have a more crucial impact on the amount of money you receive, [...]

1901, 2023

Be the Financial Compass for Future Generations

January 19, 2023|Financial Planning|

Building towards retirement, you have made many financial decisions. Perhaps you maxed out your credit card on clothes in your early 20s or chose the wrong payment plan for your car loan or home mortgage. Regardless, you’ve navigated many financial obstacles and gained wisdom that can now be passed on to your kids and grandchildren. Although money can be a difficult topic to discuss, sharing this [...]

1301, 2023

2 Ways the 2022 Economic Woes Affected Your Retirement Accounts

January 13, 2023|Economy, Retirement Planning|

The 2022 economic climate has been bumpy for most, and in some cases even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates. As the year ends, it is important to understand how these factors affected your finances as a retiree. Inflation Pinched Pockets Between 1991 and 2021, [...]

501, 2023

Secure Act 2.0 Passes Congress: What You Need to Know

January 5, 2023|government, SECURE Act|

Exciting news! The US Congress has approved the SECURE Act 2.0 under an omnibus act, which involves a series of alterations to the retirement system. These modifications are an extension of the Secure Act of 2019 and are contained in the $1.7 trillion omnibus bill, which is anticipated to get signed into law by President Joe Biden. The SECURE Act 2.0 policies have been proposed to [...]

501, 2023

Turning 59.5 This New Year? Here’s What You Need to Know

January 5, 2023|Retirement Planning|

Approaching 60 is an exciting time. Not only does it come with more wisdom and thrill for a new chapter of life, but it also presents important financial decisions that can affect your life in retirement. If you are turning 59.5 this year, you will become eligible to withdraw from your retirement accounts without penalty. This birthday, and possibly 3 other birthdays that affect your retirement [...]

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