Experience Matters

Since 1982, Epstein & Kolacz Wealth Management have been serving the North Texas area with our up-to-date knowledge and excellent customer service.

We are an Independent Financial Services Fiduciary firm focusing on:

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Taking your Social Security benefits at the right time may help maximize your benefit.

There’s a link between debt and stress.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Time and market performance may subtly and slowly imbalance your portfolio.

This calculator compares the financial impact of leasing versus buying an automobile.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

This questionnaire will help determine your tolerance for investment risk.

A presentation about managing money: using it, saving it, and even getting credit.

Principles that can help create a portfolio designed to pursue investment goals.

The importance of life insurance, how it works, and how much coverage you need.

There are thousands of ETFs available. Should you invest in them?

Doing your research is key before buying a vacation home.

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.