One of the best ways to save for college for your children or grandchildren is through a 529 college savings plan. 529 Plans have...
EKS Associates
TD Ameritrade-Charles Schwab Merger Update #1
What's Happening As you know, in 2020, Charles Schwab acquired TD Ameritrade. Since then, the two firms have worked hard to...
The U.S. Debt Ceiling and What It Means for Investors
You likely are starting to hear more and more on the news and online that the U.S. will run out of money at the beginning of June....
Is Now the Time to Tap into the Increased Value of Your Home?
Homeowners have seen the value of their homes soar over the past few years. Even though prices have flattened or even declined this...
What Does a Bank Failure Mean for You?
The failure of SVB and Signature Bank two weeks ago, coupled with the private bailout of First Republic Bank by eleven large banks,...
Is it Time to Invest in Solar Energy?
To save the planet and remain energy independent, the United States and other leading industrial nations must dramatically increase...
Older Adults’ Guide to Income Streams and Money Management in Retirement
If you’re heading into retirement, the last thing you want to worry about is how you’ll continue to make money. Generating income...
NJBEST College Savings Plans May Make College More Affordable
The New Jersey College Affordability Act may make college more affordable for some individuals in New Jersey. Here’s how it works. To...
How Best to Fund Cash Needs in Retirement (In Person!)
Do you have a plan to fund your cash needs in retirement? Back by popular demand, EKS Associates’ senior wealth advisors Howard Hook...
2023 Market Outlook
Our 2023 Market Outlook can be summed up in two words: More Volatility! You did not really think we were going to give a numerical...
9 Reasons Not to Join a Gym
Don't let the headline deceive you. This is not an article that will provide you with excuses to sit in the recliner, eat chips and...
Congratulations to Our 2023 Five Star Wealth Manager Award Winners
We are pleased to announce that Darren Zagarola, CFP®, CPA, PFS; Howard Hook, CFP®, CPA, CAP®; and Howard Milove, CPA, PFS have been...