Much has been written about the financial concerns couples face when they are about to retire. However, one of the most overlooked...
EKS Associates
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...
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....
The ABCs of 529 Plans
529 plans are tax-advantaged education savings vehicles and one of the most popular ways to save for education today. Much like the...
Year-Round Tax Planning Suggestions
Tax filing day - extended to May 17 this year - has come and gone, so now is probably a good time to take a break from thinking about...
How to Appeal a Medicare Denial
Have you been sick or injured? Adding insult to the injury, your claim may have been denied by Medicare or your private insurance...
How to Pay for Retirement (Part Two)
How to pay for retirement is a crucial question that should be answered before your actual retirement date. Social Security income is...