Epic Capital

A plan driven financial and investment management firm in Charlotte, NC. Securities offered through LPL Financial, Member SIPC.

[Epic Capital @EpicCapital]

You've got some investments that have appreciated nicely this year. Awesome! Before you sell, what's the tax impact if you're looking at realizing some of those gains?

Stay informed about the taxation of investments and discover strategies to maximize yo…https://t.co/CCczF7H62j

[Epic Capital @EpicCapital]

Navigating the financial landscape after the loss of a spouse can be overwhelming. This insightful article provides guidance on organizing your finances during this challenging time.

Discover practical steps to take, such as gathering important document…https://t.co/S8oL1sluA1

[Epic Capital @EpicCapital]

Stay up-to-date with the latest insights on municipal bond returns. This informative article explores the factors influencing the performance of the municipal bond market.

Gain a deeper understanding of the impact of interest rates, credit quality, and…https://t.co/XIaNMQ9b7h

[Epic Capital @EpicCapital]

Are you a business owner?

Discover the key considerations when selecting retirement plans for small businesses.

This comprehensive guide outlines various options available and helps you make an informed decision. Learn about Simplified Employee Pension…https://t.co/i0j1ez4DeB

[Epic Capital @EpicCapital]

Learn the truth about probate and discover alternatives worth considering. While probate has gained a bad reputation, recent legal revisions have made it more consumer friendly, particularly for small estates.

Find out why distributing property through…https://t.co/tXmk6orJCV

[Epic Capital @EpicCapital]

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[Epic Capital @EpicCapital]

You got the new job, congrats! But what happens to your old 401(k)?

Well 3 options:
- keep it there
- transfer it into your new one
- roll it into an IRA
- (or 4 if you just cash it out and take tax + penalty hit)

Here's what you need to know. And if yo…https://t.co/zSzfIIN5uH

[Epic Capital @EpicCapital]

Are you married? Do you own your house? How about investible assets? What will happen in case of a death or incapacity? What will happen to your children?

Whether you're seeking to manage your own assets, control how your assets are distributed after you…https://t.co/4ZtOgBiD3R

[Epic Capital @EpicCapital]

Retirement may seem far away, but it's never too early to start planning for your financial future.

Estimating your retirement income needs and how to ensure you have enough savings to cover your expenses in retirement is a huge part of planning for that…https://t.co/5S2YKLjZpm

[Epic Capital @EpicCapital]

Another bank gets swallowed by JPM. The looming debt ceiling. Here's what's been shaking the markets lately. https://t.co/vGZ1Ei8dmj

[Epic Capital @EpicCapital]

An apple a day may keep the doctor away, but did you know that giving an apple can also benefit your community?

Charitable giving and can positively impact both you and your community.

Whether you're passionate about a specific cause or want to give ba…https://t.co/aHpql98xYE

[Epic Capital @EpicCapital]

Are you considering a Medigap policy for supplemental health insurance?

Read on about the why, what, how, and when of buying a Medigap policy. From understanding the benefits of these policies to deciding when to enroll, this article has everything you…https://t.co/u2TAGKOZF5

[Epic Capital @EpicCapital]

Are the markets and the economy out of sync? While the stock market is chugging along, the economy is still recovering from the pandemic.

Here are some key points to consider:

The stock market is not the same as the economy.

The stock market can be i…https://t.co/JwQreB3IbI

[Epic Capital @EpicCapital]

Have you started planning your estate yet? Estate planning is an essential part of your financial plan, no matter how much you have in assets. Estate planning is the most selfless thing you can leave for those who follow you.

You'll learn about the basic…https://t.co/7Ylr8JhTat

[Epic Capital @EpicCapital]

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[Epic Capital @EpicCapital]

Did you know that medical expenses can be one of the biggest costs in retirement? In fact, a couple retiring at age 65 can expect to spend an average of $300,000 on healthcare costs alone.

This article explains how medical costs can impact your retireme…https://t.co/wY81vkmYO1

[Epic Capital @EpicCapital]

"My taxes will be lower"

"I started saving too late"

"Retirement is impossible"

"I don't need that much"

If you don't have a plan, don't make assumptions on what your retirement will look like. https://t.co/SuMWVgjVQZ

[Epic Capital @EpicCapital]

Cash in vs cash out. Thats literally it. There's no secret sauce when it comes to personal finances.

You either live above your means and go further into debt, at your means where you break even, or below your means where you can save for your future.

O…https://t.co/JDVb4d0je3

[Epic Capital @EpicCapital]

"Once in a lifetime financial crisis".. Something probably every millennial has heard and joked about for years.

If you've been looking at the news over the last few days you'll have seen that SVB Financial Group fell into an FDIC receivership. Signature…https://t.co/4VlqNaYCE5

[Epic Capital @EpicCapital]

Retirement. Sounds easy enough. What if I told you it can oftentimes be quite different than you envisioned.

If you've got the big day coming up soon, here's an exercise in preparation. Pretend you ARE retired for a month or two.

Draw up your ideal ret…https://t.co/ZTCjrtUVX7