Our Useful Guides

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

At Epstein & White, Now Proudly Part of Mercer Advisors, 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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401k Nurses Guide

The Ultimate 401(k) Guide
For Nurses
DOWNLOAD THE GUIDE!

Inflation Guide

Retirement & Inflation
What to Know and How to Prepare
DOWNLOAD THE GUIDE!

Social Security Guide

Social Security 2022
Maximizing Social Security in Today’s World
DOWNLOAD THE GUIDE!

tax planning guide

2023 Tax Planning Guide
Work to Reduce Your Taxes
DOWNLOAD THE GUIDE!

5 Steps to Successful Retirement Planning

5 Steps To Successful
Retirement Planning
DOWNLOAD THE GUIDE!

The Ultimate 401k Guide

The Ultimate 401(k) Guide
How To Take Control of Your 401(k)
DOWNLOAD THE GUIDE!

Pensions and Buyouts

Pensions, Buyouts, & Retirement Income
Then vs Now/Pension vs 401(k)
DOWNLOAD THE GUIDE!

Womens's Retirement Planning Guide

Womens's Retirement Planning Guide
Understand Your Unique Retirement Planning Needs
DOWNLOAD THE GUIDE!

Medicare Options and Costs

Market Volatility
In The New Age
DOWNLOAD THE GUIDE!

The Secure Act

The SECURE Act
How The SECURE Act May Affect Your Retirement
DOWNLOAD THE GUIDE!

retirement income planning

Legacy Planning & Wealth Transfer
Understand The Basics
DOWNLOAD THE GUIDE!

A Short Introduction to Long-Term Care

Understanding Long-Term Care
A Short Introduction to Long-Term Care
DOWNLOAD THE GUIDE!

Community organizations that Epstein & White, Now Proudly Part of Mercer Advisors supports:

At Epstein & White, Now Proudly Part of Mercer Advisors,
our sole focus is YOU.

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