Managing your finances, saving for special big-ticket items, and planning for retirement are examples of things that can feel...
EKS Associates
Federal Tax Filing Season Has Started
The IRS announced that the starting date for accepting and processing 2021 tax-year returns was Monday, January 24, 2022. Tips for...
Know the Rules Before Making 529 Plan Withdrawals
Congratulations. Your son or daughter has been accepted to college, and now you get to pay (some of) the bill. That’s a lot easier if...
New Life Expectancy Tables Impact RMDs in 2022
The IRS has adjusted the Life Expectancy Tables used by participants and beneficiaries of retirement plans. These changes impact...
Retirement Planning Takes More Than Money
Earlier this month, we focused on some financial pitfalls that can derail your retirement. This week, we look at some of the...
How To Avoid Pitfalls that Can Mar Your Retirement
After a lifetime of hard work, you are entitled to the retirement of your dreams. Don’t screw it up! Many people fail to lay the...
EKS Associates Collects Toys for Toys for Tots
EKS Associates joined forces with neighboring companies to collect new, unwrapped toys and games for Toys for Tots. Thank you to all...
EKS Hosts Thanksgiving Food Drive
EKS Associates thanks everyone who contributed to this year's Thanksgiving Food Drive. This year's Food Drive supported the Community...
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...