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Understanding Today's Financial Environment

EPIC Wealth Management is a financial planning firm in Red Bank, NJ. We understand that individuals face unique challenges as they build wealth and plan for the future. As your financial advisor, we can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate how much of your Social Security benefit may be considered taxable.

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Estimate how much you have the potential to earn during your working years.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Using smart management to get more of what you want and free up assets to invest.

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Learn more about taxes, tax-favored investing, and tax strategies.

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A presentation about managing money: using it, saving it, and even getting credit.

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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In life it often happens that the answers to our most pressing questions are right in our own backyards.

Saving for College 101

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