On Wednesday, September 18, the Federal Reserve, the central bank of the United States, announced it was cutting the Federal funds...
EKS Associates
Soaring Homeowner’s Insurance: Forcing Tough Choices
The cost of homeowner’s insurance is going through the roof. Premiums have soared in recent years, but it’s not the same type of...
Seniors Carry More Debt Into Retirement
A growing number of seniors are heading into retirement with debts they still need to pay off. Experts say that can represent a...
7 Things You Need to Know About Inflation, Social Security, Motor Oil, and More
Here are 7 things you need to know about inflation, Social Security, Motor Oil, and more! Not Everything is More Expensive We all...
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...












