We ensure our clients financial goals and objectives are Empowered, Protected, Integrated and Coordinated in the most efficient manner.Learn More
We are committed to giving our clients a holistic and fact based plan supported by our professional, committed and passionate team.Learn More
We systematically empower wealth accumulation to our private clients and our business clients by utilizing a process driven, not product driven approach.Learn More
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.Contact Us
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How Income Taxes Work
A quick look at how federal income taxes work.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This checklist can give you a quick snapshot of how prepared you are.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn how to harness the power of compound interest for your investments.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.