Black Friday marks the start of one of the busiest shopping periods of the year. Small Business Saturday, which is always the last...
EKS Associates
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,...
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...
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...
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...