EKS Associates thanks everyone who contributed to this year's Thanksgiving Food Drive. This year's Food Drive supported the Community...
EKS Associates
Key Tax Numbers for 2022
Every fall, the IRS announces changes to certain key financial figures for the upcoming year, based on the Consumer Price Index as of...
Black Friday and Cyber Monday: Are they so different?
The day after Thanksgiving has been dubbed Black Friday. Black Friday has kicked off the holiday shopping season for decades, with...
Support Local Business on Small Business Saturday
Black Friday marks the start of one of the busiest shopping periods of the year. Small Business Saturday, which is always the last...
Year End Capital Gain Distributions
How Capital Gain Distributions Work Mutual funds are required by law to make regular capital gain distributions to their...
Open Enrollment for Affordable Care Has Begun
Open enrollment for the Federal Health Insurance Marketplace Exchange has begun. The 2022 Open Enrollment Period runs from Monday,...
Financial Planning, Miscellaneous Insights
Think Small. It Could Have Big Rewards.
Big ideas and significant accomplishments tend to get the headlines, but to actually get things done, you might need to think small....
Estate Planning Today, Helps You Plan for Tomorrow.
Plan for tomorrow, today. That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in...
Financial Planning, Retirement Planning
COLA Increase Announced for Social Security
On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9...
Important Things to Know When Couples Plan for Retirement
Much has been written about the financial concerns couples face when they are about to retire. However, one of the most overlooked...
When to Have the Inheritance Talk with Your Kids
For most affluent baby boomers, crafting an estate plan is already on the to-do list (or already done). Equally important is the task...
Financial Planning, Miscellaneous Insights
Sitting Down with Fee-Only Financial Advisor Howard Hook
We sat down with Howard Hook, Principal and Senior Wealth Advisor at EKS Associates. His responses are lightly edited for brevity....