As I lounged by my fireplace with my dog snuggled at my feet, I started reflecting on how to make my financial resolutions article...
EKS Associates
2023 Tax Documents from TD Ameritrade and Charles Schwab
Tax time is quickly approaching. The IRS announced it will begin accepting and processing 2023 tax returns on January 29, 2024. Here...
Bitcoins and Marshmallows
As we enter 2024, the buzz in the financial industry has centered around the ability of investors to invest in the price movement of...
Does the 4% Rule Still Work?
If you know only one basic strategy for spending down your savings in retirement, it’s probably the 4% rule. It was developed 40...
A Summary of The Fed’s December Meeting
Interested in all the wonkish details about the Federal Reserve's final meeting this past Wednesday? If so, this article will bring...
Confusion Reigns Over New RMD Rules. We Have the Answers.
This is a good news, bad news story about your retirement accounts. The bad news is it's complicated, and recent changes to RMD rules...
How to Defeat Debt
This article originally appeared in MarketWatch. EKS Senior Wealth Advisor, Howard Hook, contributed to this article. Dear Tax Guy, I...
2024 Important Figures
Historically, October is the month the IRS announces changes to certain figures for the upcoming year. These changes are based on the...
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...