Evaluate Your Accounts Before Year-End
Before the year ends, it’s important to take a look back and reflect on 2018. You can look at how your investments changed, review your portfolio and note any changes that happened in the past year that affected you financially. This can be as easy as taking 15 minutes to check-up on your portfolio and…
Read MoreWe’re Proud to Announce our Support of Rady Children’s Hospital-San Diego!
Rady Children’s Hospital-San Diego is all about helping kids. They believe in the power of philanthropy to save lives, where donations help fund lifesaving technology and research, provide a safety net for children with little or no private medical insurance, and create a healing environment for patients and their families. At Epstein & White, our…
Read MoreStrategies to Help Survive Volatile Markets
A volatile market can make anyone nervous, but it can be especially nerve-wracking for retirees and soon-to-be retirees who are concerned about protecting their nest egg for the long-term. And, one thing will always hold true: No one can predict the market’s ups and downs. This is why it’s important to create, no matter how…
Read MoreYou and Your Spouse’s Second Honeymoon
One aspect of retirement that often gets overlooked is how your relationships change once you retire. You go from having friendly small talk and happy hour drinks with your coworkers, to having the freedom to choose who you spend your time with. This can be especially complicated for married couples to navigate. There is a…
Read MoreTax Efficient Strategies for Charitable Giving
As the seasons start to change and the holidays approach, we are reminded of how fortunate we are and how much we have to be grateful for. We are also reminded that the season of giving is upon us. But, if you’re retired, you may be worried about where extra income will come from and…
Read MoreBlack Friday Savings – All Year Long for Retirees
For retirees especially, being on a fixed income means always looking for a deal, and although Black Friday is full of flashy sales and huge discounts, it can leave you thinking, what about the rest of the year? Luckily, one of the perks that comes with retirement is that there are plenty of deals all…
Read MoreThankful for Retirement
We spend a lot of time day dreaming about retirement, but once you finally get there, things might not be as you expected. The transition from full time work to retirement comes as a shock to some people which is why it’s increasingly important to have a lifestyle plan for retirement. Having these plans beforehand…
Read MoreFiguring Out a 401(k)
Most large private employers offer their employees a 401(k) account. This is a tax-friendly retirement plan that allows you to use payroll deductions through saving and investing. It’s become a vital part of retirement planning as the traditional pension plan slowly fades. But to figure out all there is to know about 401(k)s, you have…
Read MoreLong-Term Care Myths
November is long-term care awareness month. This month it’s especially encouraged for you to start planning for long-term care, or to update your plans according to your lifestyle. If you are in or approaching retirement, long-term care is probably something that is on your mind frequently, because there’s a lot of myths revolving around it.…
Read MoreRetirement Expectation vs. Reality
When most people envision retirement, positive images start forming. We picture spending days lounging on the beach or practicing our favorite hobbies, we envision having free time to spend with friends and taking the grandkids on countless adventures. But it’s becoming clear that so many people associate only upbeat feelings with retirement, that it might…
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