Understanding Today's Financial Environment
EPIC Wealth Management is based in Red Bank, NJ. We understand that individuals face unique challenges as they build wealth and plan for the future. 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, goals and objectives.
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Helpful Content
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The History of Retirement
Do you know where the idea of “retirement” comes from?
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?