Historically, October is the month the IRS announces changes to certain figures for the upcoming year. These changes are based on the...
EKS Associates
How Much Do You Need to Retire with Confidence?
Do you have a "magic number" that will allow you to retire with confidence? Is $1 million enough? How about $2.5 million? Or do you...
Princeton Adult School 85th Anniversary Event
As part of the Adult School's 85th anniversary celebrations, they have planned several special Conversations throughout the 2023-24...
Will Social Security Be There When You Need It?
This past August was the 88th anniversary of the Social Security Act, passed by Franklin D. Roosevelt as part of the New Deal...
7 Things to Know About Saving, Spending, and Paying for College
Health Savings Accounts One of the most under-used tax benefits workers are eligible for is the Health Savings Account, or HSA. It...
TD Ameritrade-Charles Schwab Merger Update #2
As Schwab and TD Ameritrade draw closer to the transition of services between the two firms, the following is a preview of...
A Word About the TD Ameritrade Breach
CLIENT ALERT At EKS Associates, we take your security very seriously and want to inform you of a recent data breach at TD Ameritrade....
How to Take Advantage of the Gift Tax Exclusion
Many of us spend much of our lives trying to accumulate wealth. Then, if you’ve been successful in doing that, you reach a point...
U.S. Supreme Court Blocks Student Loan Cancellation; Payments to Resume
Three important developments occurred recently in the world of federal student loans: the U.S. Supreme Court blocked an executive...
Darren Zagarola Elected Treasurer of Princeton Adult School
Congratulations to Darren Zagarola on his appointment as Treasurer of the Princeton Adult School. Darren has a long history with the...
Prepare for the Unexpected
Stuff happens. It just does. As much as we try to control the world around us, life is full of unpredictable events. That’s true at...
Are You Confident About a Financially Secure Retirement?
There’s good news and bad news on the retirement front. The good news: Nearly two-thirds of workers and retirees are confident that...