Recently, I overheard this conversation at a cocktail party: “Who manages your money? Do you like him?” “Yes, he does a great job...
EKS Associates
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...
Top Ten List of Resolutions for Financial Success
As I lounged by my fireplace with my dog snuggled at my feet, I started reflecting on how to make my financial resolutions article...
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...