by Jason Epps | Jul 11, 2022 | Blog
By Jason Epps, CFP®, CRPC® Although we had hopes that inflation would begin to ebb, the Federal Reserve yet again raised interest rates on June 15th by 0.75% (after U.S. inflation rates soared to 8.6% in May 2022), (1) the largest hike in a single meeting since...
by Jason Epps | Mar 24, 2022 | Blog, High Income Earners
By Jason Epps, CFP®, CRPC® It’s pretty rare these days to hear anyone complain about a lack of options. Whether it’s selecting a restaurant or finding a doctor, the multitude of choices can feel overwhelming. When it comes to choosing a financial advisor, the stakes...
by Jason Epps | Dec 18, 2021 | Blog
By Tricia Lepofsky The holidays can be an extra financial burden in a regular year, but with all that 2021 has thrown at us in terms of increasing inflation rates, supply chain issues, and employment upheaval due to “The Great Resignation,” (1) it’s understandable if...
by Jason Epps | Nov 11, 2021 | Blog, Equity Compensation, High Income Earners
By Jason Epps, CFP®, CRPC® There’s a reason your employer offers you a benefits package; it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Additionally, if your employer can align your financial well-being with that of...
by Jason Epps | Oct 12, 2021 | Blog, High Income Earners
By Jason Epps, CFP®, CRPC® It seems like no matter how much money you make, there’s always more things to spend it on. Whether it’s home renovations, an upgraded car, retirement savings for yourself, or tuition for your children, it can seem like staying on track to...
