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The Epstein and White Financial Blog

Building Lifelong Relationships Rooted in Performance and Trust.

1009, 2021

3 Priceless Pieces of Retirement Wisdom

September 10, 2021|Retirement|

You've worked the majority of your life and deserve to have many blissful years ahead. With a proper plan and execution strategy in place, you should be on track to accomplish your retirement goals and dreams. But while working on your finances, take time to consider these three priceless pieces of retirement wisdom. The first bit of wisdom is to try not to "check out" of [...]

309, 2021

Plan for the Tax Rates of the Future

September 3, 2021|Tax Planning, taxes|

Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax rates are now, we don’t know what they’ll be in 10 or 20 years – or even one year from now. This is why it's important to plan for the tax rates of the future when [...]

2708, 2021

How This Generation Will Influence Culture

August 27, 2021|Lifestyle|

By the year 2035, Americans 65 and older are expected to outnumber those under 18 for the first time in our country’s history.[1] In a culture that tends to glorify youth and doesn't know how to handle older American's problems, this will mean some major changes. Whether it's through celebrities who refuse to retire, retirees who experience wanderlust and make travel a priority, or those who [...]

2608, 2021

How the Millionaire Next Door Can Approach Retirement Planning

August 26, 2021|Retirement Planning|

Many of today's retirees are the wealthiest retirees of all time. Rising home values, strong market returns, and a generation of dedicated workers mean that there are more millionaires than ever. But, even if you have built a substantial nest egg, you may not feel like a millionaire and may be worried about how you'll maintain your lifestyle in retirement and avoid running out of money. [...]

2008, 2021

3 Celebrities Who Refused to Retire

August 20, 2021|Lifestyle|

It’s always a bit jarring to see the actors and actresses of your youth in the present – sometimes they become unrecognizable with age or disappear from the spotlight altogether. However, there are those rare gems whose talent is ageless and simply refuse to stop working. We can learn from their wise words about aging and look to them as examples of people who have stayed [...]

1808, 2021

What’s Your 401(k) Game Plan?

August 18, 2021|Social Security|

If you’re nearing retirement, have retired, or recently left your company for any reason, you should create a 401(k) game plan. Know how your investment options can expand, how to avoid tax traps, and what you’ll do with any company stock in your 401(k). There are many options, and the right one depends on your age, retirement goals, and overall financial situation.– here’s what to consider. [...]

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