Will you leave your assets to your heirs? Do you worry if an inheritance will impact them negatively? This article discusses how to determine how much to leave loved ones, and if that money should come with strings attached.
EKS Associates
Use Discipline to Become a Middle-Class Millionaire
There aren’t many shortcuts to becoming wealthy. Regardless of its source, saving and investing properly are still the keys to its longevity. Learn some strategies that create middle-class millionaires.
How Your Charitable Giving Priorities Can Impact Future Generations
Living a good life involves many things, including having a satisfying career, strong family ties, good friends, and hobbies you enjoy. Leaving a legacy may be part of what you desire; and charitable giving is a way for us to show future generations the importance of improving the world around us. Learn the importance of having a charitable giving strategy you can communicate to heirs.
Your Financial Values are an Important Part of Your Legacy
You may plan to pass along some of your wealth to your heirs. But what about your values? Do they understand and share what’s important to you? Do they understand how to handle the opportunities and responsibilities that come along with some level of wealth? Learn how to convey your financial values to the next generation.
Tax Bill Update (The SECURE Act)
The SECURE Act can potentially make significant changes to retirement and 529 Plan accounts. Read about some of the major components here.
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 whether you paid more taxes this year or last year. However, this may not be an accurate way to assess the result. Find out why.
REMINDER: There’s Still Time to Contribute to an IRA for 2018
It’s not too late to contribute to an IRA for 2018. Here’s what you need to know.
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 a new weapon to control some of that cost: the right to ask your pharmacist for help.
Howard Hook is Teaching a Class on Charitable Giving Strategies at Princeton Adult School
Donating to charity makes us feel good. But resources are not finite. What if there was a way to structure your giving so you and the charity can both benefit to an even greater extent? This course teaches you how.
EKS Hosts HomeFront at Rider Broncs Game
EKS is proud to host HomeFront, a not-for-profit organization whose mission is to end homelessness in Central New Jersey.
An Update on the Concern About the IRS Tax Withholding Tables
This is an update about the problem with the IRS Tax Withholding Table.
The Gift of Perspective
This article illustrates an important fact: Perspective is a gift.