Blog

Medicare Changes in 2026

defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) — Mon, 05 Jan 2026 19:48:39 GMT

EP Wealth advisors share important Medicare updates for 2026 to help you adjust your retirement strategy and manage medical care costs in the year ahead. Find an advisor near you.

What is the Maximum 401k Contribution for 2026

defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) — Wed, 31 Dec 2025 23:31:56 GMT

401(k) contribution limits have been raised for 2026. Learn how the updated IRS thresholds may affect your retirement strategy. EP Wealth can help you navigate your options. Locate an advisor near you.

Using Scenario Planning for Financial Resilience

defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) — Mon, 29 Dec 2025 15:00:00 GMT

Scenario planning tests financial resilience against market, tax, and liquidity risks. EP Wealth uses advanced ‘what if’ modeling tools to develop data-driven wealth strategies.

Strategies to Help Achieve Financial Independence by 40

defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) — Mon, 22 Dec 2025 15:00:00 GMT

Financial independence by 40 is an ambitious but increasingly common goal for high earners seeking greater freedom. See the strategies that may help make it attainable.

What are the 2026 401k Contribution Catch-Up Rules?

defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) — Wed, 17 Dec 2025 23:59:07 GMT

Catch-up contribution limits are changing for 2026. Learn how standard and super catch-up rules work for 401(k), SIMPLE, and Solo plans. EP Wealth can help you align these options with your retirement strategy. Find an advisor near you.

Navigating Retirement After the Loss of a Spouse: Key Financial, Tax, and Estate Planning Steps

defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) — Mon, 15 Dec 2025 14:00:05 GMT

Key financial, tax, and estate decisions follow the loss of a spouse in retirement. Find practical next steps and timing considerations in our comprehensive guide.

What is the Individual 401k Contribution Limit for 2026?

defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) — Fri, 12 Dec 2025 18:02:02 GMT

401(k) contribution limits for employees are increasing in 2026. Find out how much you can put away for retirement this year from the financial advisors at EP Wealth.

Safe Harbor 401k Limits for 2026

defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) — Thu, 11 Dec 2025 18:39:13 GMT

If you have a Safe Harbor 401(k), you have the potential to save more in 2026. Learn about changes the IRS has made to contribution limits and find an EP Wealth advisor near you to discuss your retirement planning strategy for the year ahead.

When is Tax Day in 2026?

defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) — Wed, 10 Dec 2025 16:53:28 GMT

When is Tax Day in 2026? Review key deadlines, refund timing, and extension options for the upcoming tax season. EP Wealth helps you integrate tax planning within your broader financial strategy.

How to Teach the Next Generation Financial Responsibility

defaultnull@wiquefiuqwyefb333.org (EP Wealth Advisors) — Mon, 08 Dec 2025 15:30:01 GMT

These strategies for teaching financial responsibility to the next generation can help high-net-worth families prepare heirs for responsible wealth management and long-term legacy.