As Schwab and TD Ameritrade draw closer to the transition of services between the two firms, the following is a preview of...
EKS Associates
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...
7 Things You May Not Know About 529 Plans
One of the best ways to save for college for your children or grandchildren is through a 529 college savings plan. 529 Plans have...
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,...