Here are 7 things you need to know about inflation, Social Security, Motor Oil, and more! Not Everything is More Expensive We all...
EKS Associates
How to Pay 0% Tax on Capital Gains Pulled from a Brokerage Account
This article originally appeared in Business Insider on June 22, 2024 Jeremy Schneider retired in 2016 at the age of 36. He sold a...
Millennials Financial Struggles…And Successes
Millennials often get a bad rap from older generations as self-centered, entitled, and financially irresponsible.- This generation,...
Federal Reserve Update: Rates Remain Unchanged
On June 12, 2024, the Federal Reserve held a critical meeting that has been the focus of investors and market analysts. The outcome...
Real Estate Roundup: Feeling the Impact of Higher Rates
U.S. commercial real estate prices fell more than 11% between March 2022, when the Federal Reserve started hiking interest rates, and...
Tax Treatment of Home Energy Rebates
The IRS has provided guidance on the federal income tax treatment of certain home energy rebates offered by states, with funds...
Is Downsizing Your Home the Right Move?
There are many important decisions to make as people near retirement or consider what kind of life they want in their senior years....
Should You Buy or Lease Your Next Car?
Are you thinking about getting a new car? There are so many decisions to make: Do you want a sedan or an SUV? How about a Toyota,...
Managing Money
Recently, I overheard this conversation at a cocktail party: “Who manages your money? Do you like him?” “Yes, he does a great job...
Celebrating a Market Anniversary: The Day the Dow Hit 10,000
It was 25 years ago today, March 29th, 1999, that the Dow Jones Industrial Average (DJIA) topped the 10,000 mark for the first time....
Retirement Plan Contribution Deadlines
As the tax filing deadline approaches on Monday, April 15, 2024, it is important to understand the deadlines for retirement plan...
March Isn’t Just About Shamrocks!
It's true - St. Patrick’s Day is probably the most popular holiday in March. But did you know about St. Joseph’s Day? In fact, there...