529 plans are tax-advantaged education savings vehicles and one of the most popular ways to save for education today. Much like the...
EKS Associates
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...
How to Pay for Retirement (Part One)
When planning retirement, one of the most crucial but often overlooked questions that individuals neglect to think about is “how to...
7 Little Improvements That Can Have a Big Impact on Your Financial Health
Trying to keep up with all the interesting and valuable news articles available each day seems like a full-time job. As we did last...
The High Cost of Dying
There are plenty of things we procrastinate about, such as going to the dentist, cleaning out the clutter closet, and exercising. Oh,...
IRS Announces Federal Tax Due Date Extension
This past Wednesday (March 17, 2021), the IRS announced they are postponing the April 15 deadline to file and pay your income taxes....
American Rescue Plan Act of 2021
On March 11, 2021, President Biden signed into law the American Rescue Plan Act of 2021, the first significant piece of legislation...
Deciphering the Many Medicare Plan Options
Have you ever felt like you need a Ph.D. to figure out your Medicare options? You’re an intelligent person. You have successfully...
Tax Season Has Begun. What Does it Mean to You?
This Friday, February 12, is the official start date of tax season. While not nearly as exciting as the recently concluded football...