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Useful Financial Guides

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

Epstein & White Useful Guides

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, please request via the form to the left.

Social Security: 2019 EDITION
BIG Changes Are Coming

Retirees will see the largest increase in their Social Security benefits in seven years come January. But the higher cost-of-living adjustment is not the only way the system will change. On average, SS makes up 38% of an individual’s retirement. That’s why it’s important to know the rules of SS and how to use them to your advantage.

5 Helpful Tax Planning Tips
2019 Edition

The 2018 Tax Cuts and Jobs Act is now official. You may be wondering how the rewritten code will impact exemptions, credits and individual tax rates for the 2019 tax-filing season. There are many factors that can impact whether your taxes will increase under the overhauled tax code. In addition to changes to your tax bracket and deductions (such as the number of dependents), there are other aspects of your overall tax strategy to address.

Epstein & White

Epstein & White Retirement Income Solutions, LLC is a retirement income planning firm serving clients throughout San Diego, Del Mar, and other Southern California communities. As independent independent financial advisors in San Diego, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

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