Blog

Aug. 12, 2025

A Gift that Can Grow with Your Children

Help your child or grandchild build smart financial habits early with a Roth IRA. Discover how this meaningful gift can grow over time—and spark lifelong money conversations.  A Gift that Can Grow with Your Children Did your child or gr…

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Aug. 12, 2025

To SKI or Not to SKI (Spend Kids' Inheritance)?

EP Wealth’s Shari Greco Reiches explores what it means to SKI (spend kids’ inheritance), and how to strike the right balance between living for today and planning for tomorrow. To SKI or Not to SKI (Spend Kids' Inheritance)? I recently…

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Aug. 12, 2025

Do You Have ENOUGH to Retire?

Retirement planning isn’t just about saving enough — it’s about knowing what “enough” really means to you. Shari Greco Reiches shares three powerful questions to help you reflect on your goals, purpose, and future. Do …

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