EKS Associates is proud to support the Fund for Women and Girls, one of the many Grant and Scholarship Programs run by the Princeton Area Community Foundation.
EKS Associates
Howard Hook and Darren Zagarola Offer New Course on Roth IRAs
The seminar, “Demystifying the Roth IRA,” breaks down how Roth IRAs work and why they may be a smart move for your retirement strategy.
Medicare Supplement Insurance (Medigap): Do You Need It?
Medicare offers a strong foundation, but it doesn’t cover everything. Medigap can help fill those coverage gaps by reducing unpredictable medical bills and providing more financial stability in retirement. Learn how Medigap works, what it covers, and how to choose the right plan for your needs.
How to Spot Financial Scams Before You Fall Victim
With scam tactics evolving fast in 2025, now is the time to sharpen your radar. This article walks you through the red flags of today’s financial frauds and practical steps you can take to stay ahead.
Understanding the Real Costs of Medicare
Many retirees are surprised to discover that Medicare isn’t free. Each part—A, B, C, and D—comes with unique premiums, deductibles, and out-of-pocket costs. This article breaks down what you’ll pay and offers smart ways to plan for these expenses in retirement.
IRMAA Demystified: What High-Income Retirees Need to Know in 2025
IRMAA can raise your Medicare costs if you’re a high-income retiree. Here’s what to know for 2025 and how to plan ahead wisely.
Medicare 101: What You Need to Know Before You Enroll
Medicare is one of the biggest transitions in retirement. Whether you’re turning 65 or still working, this guide explains what each part covers, how to enroll, and how to avoid common mistakes that can impact your financial plan.
Medicare Open Enrollment Is Coming: An Overview
Medicare Open Enrollment runs from October 15 to December 7. Learn what changes you can make, who should review their plans, and how your choices fit into your overall financial plan. Our advisors explain what you need to know — and what’s coming next in our Medicare Education Series.
Patience Pays: What Market History Teaches Us About Staying the Course
When markets dip, it’s easy to panic. But history shows that downturns are temporary and recoveries are powerful. Here’s why staying invested is often the best path to long-term success.
Howard Hook Speaks to Hadassah Members About Charitable Giving Strategies
Fee-only financial planner, Howard Hook, recently spoke at a Hadassah Southern New Jersey virtual event on “Taxes and Giving Strategies with Your IRA.” He shared practical ways to use IRA distributions to support charities while reducing taxes, offering members valuable insight into aligning giving with personal values and financial goals.
90 Years of Social Security: What It Means for You Today
Social Security has turned 90! For nearly a century, this program has provided a reliable source of income for retirees, people with disabilities, and families who have lost a loved one. But what role should it play in your retirement strategy? Learn how Social Security benefits work, when it makes sense to claim, and how to weave it into a broader plan for long-term financial security.
Act Now: Federal Energy & EV Tax Credits Expire in 2025
Time is running out to claim valuable clean energy and electric vehicle tax credits. Recent legislation moved the expiration date from 2032 to 2025, meaning homeowners and buyers must act quickly. Learn what qualifies, how much you can save, and the steps you need to take before the deadline.