We are pleased to share that Howard Hook, CFP®, CPA, CAP®, was a featured speaker at a virtual event hosted by Hadassah Southern New...
EKS Associates
90 Years of Social Security: What It Means for You Today
On August 14, we marked the 90th anniversary of Social Security—one of the most significant programs in American history. Signed into...
Act Now: Federal Energy & EV Tax Credits Expire in 2025
If you’re considering making home energy-saving upgrades and want a tax break, you should act soon. The (leaky) window of opportunity...
Redefining Wealth: How to Create a Life You Love in Retirement
A Conversation with Fee-Only Certified Financial Planner, Darren Zagarola, about creating a life you love in retirement Alicia:...
How to Stage Your Home for Sale: Tips, Costs, and ROI
Putting your home up for sale can be an exciting and nerve-wracking experience, especially in this uncertain real estate market. To...
5 Smart Ways to Use Leftover 529 Plan Funds After Graduation
Saving for college through a 529 Plan is a smart, tax-advantaged strategy. But what happens if your child graduates and there’s money...
Is it Wise to Co-Sign a Loan? What to Consider First
When someone you care about asks you to co-sign a loan, it's natural to want to help. Whether it's your child buying their first car,...
From Clueless to Confident: Teaching Your Kids Financial Responsibility
Sending your kids off to college involves lots of unknowns: Will they handle their newfound freedom as conscientious young adults,...
Cutting Through the Noise: Two Crucial Questions Investors Need to Ask
In today’s 24/7 news cycle, investors are bombarded with headlines, talking heads, economic predictions, and market forecasts, which...
2025 Tax Law Changes: What’s in the One Big Beautiful Bill Act
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act. The Bill is a spending bill that includes changes to...
Important Birthdays Over 50
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to...
Reminder: Second Quarter Estimated Tax Payments Due June 16
If you make quarterly estimated income tax payments, don’t forget—the deadline for your second quarter 2025 federal and state...