The concept of retirement has evolved. Instead of focusing on the golf course and the bridge table, today’s retirees are showing up on college campuses, or at least they were until the pandemic set in. Still, seniors are turning to education as one of their primary interests in retirement, and there are lots of opportunities to consider in both the real and virtual worlds.
EKS Associates
Mutual Fund Investors Could Face Unpleasant Surprise
This year’s extreme market volatility may have significant tax consequences for mutual fund investors. Here’s what you need to know.
Financial Planning, Retirement Planning
11 Common Money Mistakes People Make in Retirement (UPDATED)
Retirement is supposed to be enjoyable. Healthy financial habits should have set you up to do the things you’ve always wanted. But too often, individuals make mistakes that derail their plans to be financially independent. Learn how to set yourself up for a worry-free retirement.
Millennials Will Rule the World, For Better or Worse
Millenials are saddled with many challenges. But they are our next set of leaders and are deserving of our attention. Learn what they’re up against, and how they can overcome it.
Tax Alert: NJ/NY Estimated Tax Payments Due on June 15, 2020
On March 21, the IRS postponed the tax filing deadline from April 15 to July 15. But New York and New Jersey didn’t follow suit on all the tax deadlines. Here’s what’s due Monday.
Investing, Miscellaneous Insights
Separating Fact from Opinion
Every day, headlines grab our attention. Sometimes we even act on what we read. So the question is, how do you separate fact from opinion?
Charitable Giving Strategies, Retirement Planning
Qualified Charitable Distributions After the CARES Act
For individuals who would like to donate some of their IRA to charity, making a Qualified Charitable Distribution could be a good strategy.
Recognizing the 50th Anniversary of Earth Day
This year marks the 50th anniversary of Earth Day. Read about how Earth Day started and how EKS does it part.
The Advantage to Delaying Retirement
“When should I retire?” is a question asked by millions of people every year. There is no one-size-fits-all answer, but here are some things to think about as you ponder your own retirement.
How the CARES Act Impacts Required Minimum Distributions
Learn about a significant change that will benefit retirees required to take RMDs in 2020.
A Few Ways to Improve Your Well-Being While Working from Home
Adapting to living and working at home can be challenging. We care for our families, home-school our children, connect with clients, conduct conference calls, and socialize virtually. It’s easy to lose sight of our own needs. Here are some ways to improve your mental well-being.
Beware of COVID-19 Scams
COVID-19 scams are running rampant, targeting the elderly and at-risk individuals. Here are a few of the scams to watch for and tips on how you can protect yourself.












