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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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Extended Care: A Patchwork of Possibilities

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Your Emergency Fund: How Much Is Enough?

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Saving for College

This calculator can help you estimate how much you should be saving for college.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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

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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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Your Cash Flow Statement

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

An Inside Look at Retirement Living

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Investment Strategies for Retirement

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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When do you need a will? The answer is easy: Right Now.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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