U.S. commercial real estate prices fell more than 11% between March 2022, when the Federal Reserve started hiking interest rates, and...
EKS Associates
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...
Navigating Tax Payments in Retirement: Estimated Taxes and Alternatives
Retirement brings a multitude of changes, including adjustments to your tax obligations. While the traditional income tax system...
It’s Not the Size of the Gift That Matters
Something of huge significance took place just the other day. Something that does not happen every day and has the potential to make...
Should You Carry a Mortgage into Retirement?
As many of us approach retirement, one of the key financial questions homeowners face is: should you pay off your mortgage before...
Preparing for Change: The Federal Estate Tax Exclusion and Estate Planning
Estate planning and the federal estate tax will be coming to the forefront as we approach December 31, 2025. Currently, the exemption...