Integrating Social Security with Other Retirement Plans
- Broadridge Content
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See my episode of "Success Today" with Jack Canfield, filmed by an Emmy® Award-Winning crew in Beverly Hills. Stay tuned!
Why I Chose "Epic Journey Financial"
In this video, I share the inspiration behind the name "Epic Journey Financial" and how it reflects our commitment to helping make your financial journey extraordinary. Whether you're just starting out or looking to enhance your financial path, we're here to guide you every step of the way.
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What's the Latest News?
Knowledge is power! The following news has been carefully selected by our office to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.
Spending Money and Fighting Are Americans' Biggest Regrets – Here's What Else Made the List
- Entrepreneur Magazine
Though Americans believe their decision-making improves with age, one-third of baby boomers still regret something they did — or didn't do – decades ago.
Portability of Applicable Exclusion Amount between Spouses
- Broadridge Content
Portability allows a surviving spouse to use the unused applicable exclusion amount of a deceased spouse.
2024 Year-End Tax Planning Strategies For Active Traders And Investors
- Forbes
Learn about deferring income, tax-loss selling, avoiding wash sale losses, paying estimated taxes, S-Corp health and retirement, SALT cap workaround strategies, and more.
Myths and Facts About Social Security
- Broadridge Content
Here are some facts about Social Security that might surprise you.
16 Latest Trends Show How Your Work Has Changed Forever
- Forbes
Recent workplace trends illustrate how generational shifts are redefining our career norms, changing forever the ways in which we work.
Helping Maximize Your Future
In this video, discover how you can redirect dollars destined for taxes into your own retirement plans, effectively putting more money in your pocket for the future. By taking proactive steps now, you can secure a more financially stable tomorrow.
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Explore how you can keep more of your money for the futureI appreciate you taking a few moments to join me and I look forward to continuing this conversation soon.
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Our Mission
We are a community of dedicated financial professionals committed to the belief that everyone should have the freedom to pursue their own goals. We focus on providing the resources and relationships to support the needs and objectives of the clients we serve. It begins and ends with our Committed Benevolent Interest (CBI) in others. Helping create true wealth that goes beyond the numbers.
Mission Statement
The most important person in our organization is you.
Our Motto
The more you do for others, the more you do for you.
Vision Statement
Cultivate a community based on a Committed Benevolent Interest (CBI) for all family members, clients, associates, independent financial professionals, tax professionals, and financial institutions, to enjoy unmatched culture amplified by timely support, effective resources, and powerful technology to achieve the highest level of success you can imagine.