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  • If you want your employees to maximize the value of social security, they can generally earn more if they wait longer to start taking it. However, what’s best for them depends on a few factors I’ll discuss today.

  • I was recently a guest on Fox Business’s show “Countdown to the Closing Bell with Liz Claman” where I talked about the prospect of simpler banking regulations under the Trump administration. Here’s a quick summary of what I talked about.

  • Creating a paycheck for life and securing your retirement means knowing how to calculate your income replacement ratio and preparing for the effects of inflation.

  • I’ve got some exciting news to share. This Saturday, December 24th, I am going to be a guest on The Western Mass Business Show with Ira Bryck. We are going to talk about how an “engaged purpose” drives everything that happens at Epstein Financial Services. We’ll also talk about how we bring light to all the things that need improvements for owners, employees, and customers. We hope you’ll join us on Saturday at 11 a.m. on WHMP AM 1400.

  • Over the course of the next year, I’ll send you a series of videos talking about everything that you can do as a plan sponsor to help your employees reach retirement safely and on time.

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