Open enrollment for the Federal Health Insurance Marketplace Exchange has begun. The 2022 Open Enrollment Period runs from Monday,...
EKS Associates
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....
7 Tips to Help You Manage Your Money
A lot goes into managing one's finances. Missteps can result in everything from missed opportunities to penalties that must be paid....
Student Loan Payment Pause Extended
On August 6, 2021, the U.S. Department of Education announced an extension of the pause on federal student loan payments to January...
Tax Rules for Rental Income
You plan to purchase a second home down south to stay out of the snow and cold, or maybe one in the mountains to take advantage of...
Podcast Recommendations
First, there were newspapers. About 100 years ago, radio became the hot new thing, followed by television, cable (with its seemingly...
Retirement Can Be Wonderful, But Also Stressful On a Relationship
Ah, retirement. For many of us, it’s been a dream for many years. Get out of the rat race. Stop commuting. No more office politics....












