529 plans now cover far more than college tuition, including K–12 schooling, apprenticeships, trade programs, and more.
EKS Associates
How to Protect Yourself Against Grandparent Scams
Grandparent scams are becoming more convincing and harder to spot. Learn warning signs, prevention tips, and how EKS helps protect sensitive information.
Becoming Wealthy with a Modest Salary Is Possible
Anne Scheiber never earned a high salary, inherited wealth, or owned real estate. Yet through patience, discipline, and decades of steady investing, she left behind a $22 million fortune. Her story is a powerful reminder that wealth is often built quietly over time.
The Real Cost of Loving a Pet (and How to Be Ready for It)
Pets are family, but their care can come with unexpected costs. This article explores how pet insurance works, what it covers, and when it may (or may not) make financial sense.
Understanding Extended Care
Extended care can include in-home support, assisted living, skilled nursing care, and other services that may become necessary with age, illness, or disability. This article explains what extended care is, what it may cost, and how to plan for the expense.
First Year of Retirement: What to Expect
The first year of retirement is a major transition—financially, emotionally, and day-to-day. From creating a reliable income strategy to building new routines and finding purpose, learn what to expect and how to navigate the changes with confidence.
Celebrate Earth Day with a Simple Step Toward Security and Sustainability
Earth Day is a great reminder that small actions can make a big impact. This year, we’re making it easy to protect your personal information while supporting the environment.
Celebrating National Pet Day (and the Pets Who Make Life Better)
National Pet Day is a chance to pause and appreciate the pets who bring so much joy, comfort, and companionship into our lives. Whether it’s an extra walk, a favorite treat, or simply more time together, it’s the perfect reminder to celebrate your pets, and remember those who are still waiting for their forever homes. Meet the ones who make our lives a little brighter! 🐾
April Tax Deadlines Are Almost Here
Here are a few important tax deadlines that are coming up quickly. There’s still time to take advantage of a few planning opportunities.
How 2026 RMDs Can Affect Your Taxable Income
A higher 2026 RMD could mean higher taxable income. Here’s why that may happen and what to review now to avoid surprises later.
Equal vs. Equitable Estate Planning: How to Divide Your Assets Fairly
Equal isn’t always fair, and fair isn’t always equal. Learn how to approach dividing your estate among heirs based on your family’s unique needs.
2025 IRA Contribution Deadline: There’s Still Time to Fund Your IRA
You may still be able to fund a 2025 IRA. Learn the deadlines, contribution rules, and planning considerations.