There’s good news and bad news on the retirement front. The good news: Nearly two-thirds of workers and retirees are confident that they will have enough money to live comfortably throughout their retirement years. The bad news: that level of confidence is far below what it was just one year ago.
EKS Associates
7 Things You May Not Know About 529 Plans
529 Plans exist to help families save and pay for education. But changes to the law have broadened its uses. Here are 7 things you may not know about 529 plans.
TD Ameritrade-Charles Schwab Merger Update #1
As you know, Charles Schwab acquired TD Ameritrade in 2020. Since then, they have worked hard to consolidate operations, adopting each firm’s best practices and creating an exceptional organization. All TD Ameritrade accounts are expected to transition immediately after Labor Day. Here’s what you need to know.
Investing, Miscellaneous Insights
The U.S. Debt Ceiling and What It Means for Investors
Everyone’s talking about the U.S. hitting the Debt Ceiling. Let’s explore what is happening and what it means for investors.
Financial Planning, Miscellaneous Insights
Is Now the Time to Tap into the Increased Value of Your Home?
Home equity in the U.S. is at an all-time high. Yet, mortgage rates have more than doubled, and inflation is hurting many families. So, is this the right time to tap into your home equity and turn it into cash?
Financial Planning, Miscellaneous Insights
What Does a Bank Failure Mean for You?
Bank failures are scary. But there are ways you can protect your finances.
Is it Time to Invest in Solar Energy?
Solar energy is gaining in popularity. Here are some things to consider as you determine if solar energy is right for you.
Older Adults’ Guide to Income Streams and Money Management in Retirement
Heading into retirement, the last thing you want to worry about is money. It’s essential to understand how you can create a steady income stream and avoid common mistakes.
NJBEST College Savings Plans May Make College More Affordable
The College Affordability Act may make college more affordable for some. Learn how NJBEST college savings plans can help.
How Best to Fund Cash Needs in Retirement (In Person!)
Learn how to fund your cash needs in retirement. This virtual Princeton Adult School class promises to be informative, providing actionable retirement planning and financial planning guidance.
9 Reasons Not to Join a Gym
Exercise is important, but joining a gym isn’t for everybody. Here are 9 solid reasons why you should not join a gym when everyone else is jumping on the bandwagon.












