Our Useful Guides

Discover many of the opportunities available to help you plan for your financial future.

At Epstein & White, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on creating and executing a sound financial plan that is based on our clients’ unique needs and goals. Below, we are offering free downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight guides helpful, and if you would like to take it a step further for a complimentary review of your current strategies, just CLICK HERE!

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OUR GUIDES
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tax planning guide

5 HELPFUL TAX PLANNING TIPS
2021 Edition
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5 Steps to Successful Retirement Planning

5 Steps To Successful
Retirement Planning
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Social Security Guide

Social Security 2021
Maximizing Social Security in Today's World
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Pensions and Buyouts

Pensions, Buyouts, & Retirement Income
Then vs Now/Pension vs 401(k)
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The End Of The Year Guide

The End Of The Year Guide
You End Of Year Checklist
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The Ultimate 401k Guide

The Ultimate 401(k) Guide
How To Take Control of Your 401(k)
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Womens's Retirement Planning Guide

Womens's Retirement Planning Guide
Understand Your Unique Retirement Planning Needs
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Medicare Options and Costs

Market Volatility
In The New Age
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The Secure Act

The SECURE Act
How The SECURE Act May Affect Your Retirement
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retirement income planning

Legacy Planning & Wealth Transfer
Understand The Basics
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A Short Introduction to Long-Term Care

Understanding Long-Term Care
A Short Introduction to Long-Term Care
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