Skip to content

We help create sound financial strategies for the days ahead.

(858) 564-8036 | info@epsteinwhite.com

You are now leaving Epstein & White’s web site. The link you have selected takes you to a third party portal. Epstein & White is providing this link as a convenience only and is not responsible for the timeliness or accuracy of the content, or the maintenance or security of this portal. It’s important that users read both the privacy policy and terms of use that are provided by the third party provider (see bottom of sign in page).

I understand and wish to continue to site

4 Predictions About 2020 that Didn’t Come True

Not only are we entering a new year, but a new decade! You might have a lot to look forward to in the coming decade: Maybe your children will graduate from college, maybe you’ll become a grandparent, and maybe you’ll retire. We’ll also probably see some significant technological advancements and interesting global developments, but no…

Read More

New Year, New Law Pt. 2: Time to Review Your Estate Plan

SECURE act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the biggest piece of retirement legislation to be passed in years. It will undoubtedly have a major effect on how many Americans approach retirement planning, and particularly estate planning. We’re covering these changes throughout the month and focusing on the elimination of ‘stretch’ IRAs…

Read More

New Year, New Law: What’s in the Secure Act?

new law

Donald Trump ended 2019 by signing a 2020 spending bill that includes the Setting Every Community Up for Retirement Enhancement (SECURE) Act. It’s the biggest piece of retirement legislation to be passed in years and it will undoubtedly have a major effect on how many Americans approach retirement and estate planning. This month we’ll cover…

Read More

Will You Retire in 2020?

retirement planning

Once all the presents are all unwrapped and the tree is taken down, it’s important to think about the upcoming year and your future. Will 2020 be your retirement year? For some, retirement comes at a milestone. Maybe it’s 35 years on the job or their 65th birthday, or maybe their goal is to retire…

Read More

3 Tips for Financial Health for the New Year

financial wealth

A recent Northwestern Mutual survey found that 41% of Americans are stressed about retirement planning, and 46% worry about outliving their savings.[1] And with 62% of Americans stressed about money in general[2], it’s surprising that only 28% of Americans will actually make New Year’s resolutions that are financial in nature, according to a MassMutual survey[3].…

Read More

3 Tips for Traveling During the Holidays

holiday travel

“I’m traveling for the holidays.” Just those words can make blood pressures rise. Gridlock traffic, delayed flights, and crowded train stations come to mind. Add in high travel costs and making a trip during the holidays seems like a downright bad idea. But there’s a reason why so many people do it: Seeing family and…

Read More

Reminder: 4 Important Things To Do by December 31st

end of year financial planning

You might have a Christmas to-do list to help you stay on track this holiday season. And while it may be an overwhelming list already, there are a few important financial deadlines you should add to it. It’s the season of giving, so don’t forget to give yourself the gift of tax planning. What you…

Read More

Alternative Gift ideas

gift ideas for Christmas

You could say that the law of diminishing returns applies to Christmas gifts as we age: As time goes on, we can use less and less material gifts. At a certain point we accumulate so many possessions that when we say “I don’t need anything for Christmas” we really mean it. So, rather than continue…

Read More
Do NOT follow this link or you will be banned from the site!