April 22 marks Earth Day, a worldwide initiative that began in 1970 thanks to Gaylord Nelson. What started as a grassroots movement...
EKS Associates
Celebrating National Pet Day (and the Pets Who Make Life Better)
National Pet Day is one of those feel-good moments on the calendar that’s hard not to smile about. Celebrated every year on April 11,...
April Tax Deadlines Are Almost Here
Just a friendly reminder that a few important tax deadlines are right around the corner. For most people, April 15 is the deadline to...
Retirement Planning, Tax Planning
How 2026 RMDs Can Affect Your Taxable Income
April 15th is right around the corner, so taxes seem to be on many people's minds. While some people like surprises, most don’t when...
Estate planning, Uncategorized
Equal vs. Equitable Estate Planning: How to Divide Your Assets Fairly
One of the most common estate planning questions we hear is whether assets should be divided equally or equitably among heirs. When...
Retirement Planning, Tax Planning
2025 IRA Contribution Deadline: There’s Still Time to Fund Your IRA
The 2025 calendar year has ended, but the opportunity to contribute to an Individual Retirement Account (IRA) for that tax year...
Family Wealth Planning, Financial Planning, Tax Planning
A New Tax Election Could Put $1,000 in Your Child’s Name
What Parents Need to Know About Trump Accounts January 26 was the official date the IRS began accepting electronically filed tax...
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...












