It’s important to think big when considering your dreams. But to get things done, you may need to take a step back and think small. Here’s why.
EKS Associates
Estate Planning Today, Helps You Plan for Tomorrow.
“Plan for tomorrow” seems like sensible advice. Yet a surprising number of people leave no estate plan in place for their survivors.
COLA Increase Announced for Social Security
The Social Security Administration announced a substantial COLA increase for Social Security recipients.
Important Things to Know When Couples Plan for Retirement
One of the most overlooked concerns that couples fail to discuss is how their retirement goals align with each other. Here’s what you need to know when thinking about retirement.
When to Have the Inheritance Talk with Your Kids
Have you discussed inheritance with your heirs? Here’s why you should and some tips for doing it.
Sitting Down with Fee-Only Financial Advisor Howard Hook
Fee-only financial planner, Howard Hook, discusses the importance of financial planning and how to select the right planner for your family.
7 Tips to Help You Manage Your Money
Mismanaging your finances can be expensive. Here are 7 tips to help you save money.
Student Loan Payment Pause Extended
There have been 4 student loan payment pauses since the start of the pandemic. The latest, and likely final, pause extends repayment obligations once again.
Tax Rules for Rental Income
Real estate can be a great investment. But it’s important to know the tax rules for rental income.
Podcast Recommendations
Whatever your interest – there’s a podcast for that! Here are a few you may want to check out.
Retirement Can Be Wonderful, But Also Stressful On a Relationship
Are your retirement dreams compatible with your partners’ dreams? Here are some things to consider before the big day.
The ABCs of 529 Plans
529 plans are a popular way to save for education and offer some tax advantages. Learn more about their features (and drawbacks) here.