Every year, Medicare beneficiaries have specific windows of time when they can review and change their coverage. One important period...
EKS Associates
Celebrate Financial Wellness Month with Practical Strategies for Success
January is National Financial Wellness Month. It’s the perfect moment to take stock of your finances and think about what financial...
Executor vs. Trustee: What’s the Difference and Why It Matters
Being named as the Executor or the Trustee on someone’s Will is an honor. It means that your friend or relative has decided they...
Why December Inspires Giving and How to Maximize Your Impact
Every year, as the holiday lights go up and calendars start to fill, something else begins to happen too: people give more. A lot...
Prepaying Your State Income Taxes in December May Reduce Your Federal Taxes
What’s old is new again! At least that is the case for one year-end tax strategy that, for many taxpayers, was neutered after the Tax...
Beware of Holiday Shopping Scams
Scammers are on the job trying to steal your money 24/7, 365 days a year. And at this time of year, they move into high gear. It’s...
EKS Proudly Supports the Fund for Women and Girls
EKS Associates is proud to sponsor the Awards luncheon and support the Fund for Women and Girls, one of the many Grant and...
Howard Hook Featured in ‘Ask NJ Money Help’ Tax Planning Q&A
We’re pleased to share that Principal and Senior Wealth Advisor, Howard Hook, CFP®, CPA, CAP®, was recently featured in the Ask NJ...
Howard Hook and Darren Zagarola Offer New Course on Roth IRAs
Senior Wealth Advisors, Howard Hook, CFP®, CPA, CAP®, and Darren Zagarola, CFP®, CPA/PFS, offered a new course at The Princeton Adult...
Medicare Supplement Insurance (Medigap): Do You Need It?
As you approach or navigate retirement, understanding how Medicare fits into your overall health and financial plan is essential....
How to Spot Financial Scams Before You Fall Victim
Every year, scammers find new ways to separate people from their hard-earned money. While some schemes are easy to spot, others are...
Understanding the Real Costs of Medicare
Navigating Medicare and the related cost structures can feel overwhelming. Each part – A, B, C, and D – comes with its own premiums,...