As much as we might like to believe otherwise, there are not many shortcuts to becoming wealthy (except for winning the lottery and...
EKS Associates
Charitable Giving Strategies, Family Wealth Planning
How Your Charitable Giving Priorities Can Impact Future Generations
Living a good life involves many things. Career, family, friends, and hobbies are part of the mosaic; so are spending your...
Your Financial Values are an Important Part of Your Legacy
Many people spend 40 to 50 years (sometimes more) working hard, saving, and investing. What’s the purpose? To take care of your...
Tax Bill Update (The SECURE Act)
In December 2018, there was a new tax bill working its way through Congress. Called the “Retirement Savings and Other Tax Relief Act...
How to Assess if the New Tax Law Helped You
So many Americans are still trying to figure out if the new tax law helped or hurt them. One’s instinct is to judge it based on...
REMINDER: There’s Still Time to Contribute to an IRA for 2018
It's not too late to contribute to an IRA for 2018! You have until your tax return due date (not including extensions) to contribute...
A New Tool to Save Money on Prescriptions: Your Pharmacist
The cost of prescription drugs continues to rise at a faster rate than overall inflation, especially for seniors. Now, consumers have...
Charitable Giving Strategies, Firm News
Howard Hook is Teaching a Class on Charitable Giving Strategies at Princeton Adult School
For many people, donating to charity is writing a check or donating items to the causes they believe in. But what if there was a way...
EKS Hosts HomeFront at Rider Broncs Game
On January 18, 2019, EKS Associates hosted 25 kids, ages 5-16, at a Rider Broncs game. The Rider Broncs women's basketball team...
An Update on the Concern About the IRS Tax Withholding Tables
This is an update on an issue we brought to your attention on November 9 - "The IRS Tax Withholding Tables May be Inaccurate. Here's...
The Gift of Perspective
Perspective is a gift. After another turbulent day in the stock market, CNN Money’s recap of that day’s market said it bluntly: “It...
Join us for Spring Semester 2019 at the Princeton Adult School
The advisors of EKS Associates are once again pleased to offer multiple courses at the Princeton Adult School. Tips for Picking,...