One of the more puzzling things that investors have had to digest this year is why the stock market continues to do so well despite...
EKS Associates
6 Tips to Improve Your Financial Health
Did you know that simple steps can improve your financial health? Trying to keep up with all the interesting and valuable news...
August 31 Deadline to Roll Back Required Minimum Distributions Fast Approaching
As we have written about previously, the CARES Act waived Required Minimum Distributions (RMDs) in 2020. For taxpayers who had...
Seniors Turn to Education for Retirement Activity
The concept of retirement has evolved. Instead of focusing on the golf course and the bridge table, today's retirees are showing up...
Mutual Fund Investors Could Face Unpleasant Surprise
History is still being written about the pandemic and its fallout, but whatever happens in the next few months, 2020 will go down as...
11 Common Money Mistakes People Make in Retirement (UPDATED)
Retirement is supposed to be a chapter in one’s life that is full of joy. You finally have time to do the things you’ve always wanted...
Millennials Will Rule the World, For Better or Worse
The Millennial Generation is saddled with many problems, not the least of which is a series of unflattering, and usually false,...
Tax Alert: NJ/NY Estimated Tax Payments Due on June 15, 2020
On March 21, the Treasury Department directed the IRS to postpone the tax filing deadline from April 15 to July 15. Included in the...
Separating Fact from Opinion
Is the price of oil headed to a negative $100 a barrel? Are stocks going to hit new highs early next year? These are headlines that...
Qualified Charitable Distributions After the CARES Act
As most of you know by now, the CARES Act waived the minimum distribution requirement from IRAs and Inherited IRAs for 2020. ...
Recognizing the 50th Anniversary of Earth Day
Every year on April 22, the world celebrates Earth Day. It marks the anniversary of the birth of the modern environmental movement in...
The Advantage to Delaying Retirement
When should I retire? That’s a question millions of people ask themselves, their friends, and their financial advisers each...