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

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Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Learn about the latest sport to sweep the nation with this informative article.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Lifestyle considerations in creating your retirement portfolio.

Estimate your monthly and annual income from various IRA types.

This calculator shows how inflation over the years has impacted purchasing power.

This questionnaire will help determine your tolerance for investment risk.

Investment tools and strategies that can enable you to pursue your retirement goals.

There are some smart strategies that may help you pursue your investment objectives

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

There are three things to consider before dipping into retirement savings to pay for college.

There’s an alarming difference between perception and reality for current and future retirees.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.