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The Epstein and White Financial Blog

Building Lifelong Relationships Rooted in Performance and Trust.

2109, 2022

Trusts vs. Wills – What’s the Difference?

September 21, 2022|Estate Planning|

Planning for after your passing can be difficult. But creating a plan for what happens to your estate is highly important for your family and your legacy. If left unattended, your estate can potentially be caught up in arduous court processes and cause disputes amongst your loved ones – and you don’t want to be remembered for that. Therefore, it’s important to start with the basics [...]

1209, 2022

3 Strikes to Avoid When Tax Planning

September 12, 2022|Tax Planning, taxes|

Taxes are among the most common concern for people in retirement. You might be wondering how to start thinking about your tax strategy so you aren’t taxed more than you need to be. These three mistakes can help start the conversation about what a comprehensive tax strategy might look like for you. Taking Too Much Income When you start to approach retirement, you’ll have to start [...]

609, 2022

5 Key Components to the Retirement Bucket Strategy

September 6, 2022|Financial Planning, Investment Strategies, Retirement Income|

Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on your wealth and income that accounts for your needs in different stages of your life, from the beginning of your working years through your retirement. These five key components will help simplify the bucket strategy so you can understand [...]

109, 2022

4 Easy-to-Overlook Estate Planning Mistakes

September 1, 2022|Estate Planning|

It’s easy to avoid making an estate plan, but not having one won’t be easy on your loved ones. Having your affairs in order can be a big help to your family, so consider creating a comprehensive estate plan. Unfortunately, there are many easy-to-overlook estate planning mistakes, such as not naming beneficiaries on retirement accounts, not doing so properly, or forgetting to update your estate plan. [...]

2608, 2022

Inflation and a Gallon of Milk

August 26, 2022|Economy, Financial Planning|

In 1960, a gallon of conventional whole milk was 31 cents, and today it’s $4.21 on average.[1] A few dollars might not seem like much, but that’s a 1,258% increase! Now that we’re seeing high inflation, the buying power of your money – including your retirement savings – could be seriously impacted. When calculating how much money you need to retire, consider what you’re left with [...]

1908, 2022

Inflation Finds its Way to Your Wallet

August 19, 2022|Economy, Federal Reserve, Financial Planning|

There’s no doubt that people have been feeling the effects of inflation on their wallets. Everything from food to gas to home repair products seems to be increasing every day. Federal Reserve Chairman, Jerome Powell, is taking inflation very seriously, raising interest rates to combat the explosion of inflation. And although the moves have made an impact, the Federal Reserve noted that inflation is stickier than [...]


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