Navigating Medicare and the related cost structures can feel overwhelming. Each part – A, B, C, and D – comes with its own premiums,...
EKS Associates
IRMAA Demystified: What High-Income Retirees Need to Know in 2025
When you’re approaching or already on the journey of Medicare, one acronym many people dread is IRMAA — short for Income-Related...
Medicare 101: What You Need to Know Before You Enroll
Medicare Matters Now More Than Ever Every day, roughly 11,000 Americans turn 65, and with this milestone comes one of the biggest...
Medicare Open Enrollment Is Coming: An Overview
It’s That Time of Year Again: Medicare Open Enrollment Begins Soon! If you’re on Medicare, October is an important month to mark on...
Patience Pays: What Market History Teaches Us About Staying the Course
When the markets take a sharp dip, it’s natural to feel uneasy. Headlines can be alarming, portfolios can look bruised, and the urge...
Howard Hook Speaks to Hadassah Members About Charitable Giving Strategies
We are pleased to share that Howard Hook, CFP®, CPA, CAP®, was a featured speaker at a virtual event hosted by Hadassah Southern New...
90 Years of Social Security: What It Means for You Today
On August 14, we marked the 90th anniversary of Social Security—one of the most significant programs in American history. Signed into...
Act Now: Federal Energy & EV Tax Credits Expire in 2025
If you’re considering making home energy-saving upgrades and want a tax break, you should act soon. The (leaky) window of opportunity...
Redefining Wealth: How to Create a Life You Love in Retirement
A Conversation with Fee-Only Certified Financial Planner, Darren Zagarola, about creating a life you love in retirement Alicia:...
How to Stage Your Home for Sale: Tips, Costs, and ROI
Putting your home up for sale can be an exciting and nerve-wracking experience, especially in this uncertain real estate market. To...
5 Smart Ways to Use Leftover 529 Plan Funds After Graduation
Saving for college through a 529 Plan is a smart, tax-advantaged strategy. But what happens if your child graduates and there’s money...
Is it Wise to Co-Sign a Loan? What to Consider First
When someone you care about asks you to co-sign a loan, it's natural to want to help. Whether it's your child buying their first car,...