Perspectives & Insights

Owning a secondary property can be a smart investment for your future, offering opportunities for additional income or regular travel to a beloved locale. Here are some tips to help you get started.

Beyond the financial benefits, side gigs can also help you stay involved in your community and keep your mind sharp. In fact, they can be an intentional part of your retirement plan.

For many of us, a child’s college education is the largest single expenditure in our yearly budget. Whether you are the parent of an infant or a teenager, by considering your options now, you can get a head start on saving for your child’s future. While no investment strategy is right for everyone, there are several approaches geared specifically toward education saving.

Nevada offers highly flexible and tax-efficient trust options, making it an attractive choice for trust domicile considerations.

Get to know the EPIC Finance Team, led by Managing Director Charlie Zitnik and Senior Vice President Steve Goehl.

With tax-deferred growth and often employer contribution matching, a 401(k) can help you stay on track toward retirement. However, there are a few common errors that 401(k) owners make that can derail their retirement plan. Together, we’ll explore some 401(k) mistakes to avoid.

Choosing to buy or rent a home is a big financial decision, and there is not a simple answer to which is the better option. That depends on your lifestyle, finances, and future plans. Both options come with pros and cons, and understanding them can help you make the best choice.

Following a surge in environmental, social, and governance fund investments during and after the 2020-2021 pandemic, fund flows turned modestly negative in 2023 and 2024.

Eric Duran talks about navigating challenges and creating opportunities for future generations.