What Parents Need to Know About Trump Accounts January 26 was the official date the IRS began accepting electronically filed tax...
EKS Associates
Charitable Giving Strategies, Firm News
Howard Hook Speaks at Temple Emeth’s 2025 “Life Hacks” Series on Investing in Independence
On November 16, Howard Hook spoke at Temple Emeth in Teaneck as part of the synagogue’s 2025 Life Hacks four-part lecture series. His...
Financial Planning, Retirement Planning, Tax Planning
When Two Incomes Become One: The Hidden Costs of Losing a Spouse
Here’s a fact: women tend to live longer than men, by about five years on average. Here’s another one: women generally earn less than...
Start 2026 Strong: IRA Deadlines You Can’t Afford to Miss
When we think about the first half of the year, most of us think “tax season.” But January through June is also packed with important...
Financial Planning, Retirement Planning
Seven Small Updates That Could Make a Big Difference
A practical financial check-in for 2026 Every year brings small but meaningful changes that can impact how we save, spend, travel,...
Congratulations to Our 2026 Five Star Wealth Manager Award Winners
We are pleased to announce that Darren Zagarola, CFP®, CPA, PFS; Howard Hook, CFP®, CPA, CAP®; and Howard Milove, CPA, PFS have been...
Protection Planning, Retirement Planning
Happening Now: Medicare Advantage Open Enrollment
Every year, Medicare beneficiaries have specific windows of time when they can review and change their coverage. One important period...
Celebrate Financial Wellness Month with Practical Strategies for Success
January is National Financial Wellness Month. It’s the perfect moment to take stock of your finances and think about what financial...
Executor vs. Trustee: What’s the Difference and Why It Matters
Being named as the Executor or the Trustee on someone’s Will is an honor. It means that your friend or relative has decided they...
Why December Inspires Giving and How to Maximize Your Impact
Every year, as the holiday lights go up and calendars start to fill, something else begins to happen too: people give more. A lot...
Prepaying Your State Income Taxes in December May Reduce Your Federal Taxes
What’s old is new again! At least that is the case for one year-end tax strategy that, for many taxpayers, was neutered after the Tax...
Beware of Holiday Shopping Scams
Scammers are on the job trying to steal your money 24/7, 365 days a year. And at this time of year, they move into high gear. It’s...












