May 29 is 529 Plan Day, a day to highlight the importance of these tax-advantaged college savings accounts. Here’s why they exist, how they help, and how they’ve evolved.
Latest Insights Article
Aging in Place
We plan all our lives. A house, vacation, college. However, few Americans make plans for their late-in-life years. Have you considered how and where you’ll retire? Will you remain in your home, downsize, or live in a community? This article explores the pros and cons of aging in place.
National Pinkfix Day: Empowering Women to Take Charge of Their Financial Futures
For far too long, women have been underserved in the world of finance. Our founder, a female wealth advisor who broke through barriers, recognized this and worked hard to ensure that everyone has access to sound, independent financial guidance. To this day, EKS is a trusted resource for women seeking clarity, confidence, and control in their financial lives. National Pinkfix Day was created to spark a movement that helps women step into their financial power. We proudly embrace this mission.
National Senior Fraud Awareness Day 2025: Protecting Older Adults from Scams
Recently, seniors lost more than $3.4 billion to fraud. Tech support scams are among the most prevalent. Read how to protect seniors from fraud, and what to do if you’ve been a victim.
Car Buying Gets More Complicated
Six months ago, the WSJ wrote: “The price gap between used and new cars has never been larger.” Now, a combination of factors have made everything more expensive and have complicated the math on new vs. used cars.
$12.5 Billion Lost to Scams in 2024 – Here’s How to Protect Yourself
Billions of dollars were lost to scams in 2024, and fraud remains on the rise. Here are some ways you can protect yourself.
Tax Contributions Due by April 15 — Unless You File an Extension
April 15 is approaching and many taxpayers are scrambling. Did you know that most tax contributions are due by April 15, unless you file a tax extension? Here’s a look at some key contributions that can be extended, giving you extra time to maximize your benefits.
Riding Out the Current Market Decline
As many of you have likely noticed, the stock market has experienced a notable drop in recent days. It’s understandable to feel concerned when headlines focus on red numbers and volatile trading sessions. We want to take a moment to talk with you about what’s going on, how we’re thinking about it, and most importantly, how we’ve already prepared our clients’ portfolios for times just like this.
Make Life Easier for Your Heirs
Confronting one’s mortality is uncomfortable; but it’s a necessary process to ensure you make your heirs’ lives as easy as possible when you’re gone. Here’s how you can get your house in order.
The Art of Text Etiquette in Personal and Business Relationships
In an era where texting has become a primary mode of communication, understanding text etiquette is crucial for maintaining strong personal and professional relationships. How we craft and send messages can influence how we are perceived, impact relationships, and even determine professional opportunities. While texting offers convenience, it also requires careful consideration to ensure clarity, professionalism, and respect.
The Check Is In The Mail! That Could Be a Big Problem.
In the age of digital payments, check writing is declining, but check fraud is on the rise. This low-tech fraud could cost you everything.
Retirement Savings Win Out Over College Accounts
Parents often face an ongoing struggle – should I save for retirement or fund my children’s education? It’s important to prioritize your needs. Here’s why.
Beyond the Beach: 5 Overlooked Steps Retirees Should Take Now
Retirement can be a wonderful chapter, but ensuring your financial house is not just in order but thriving is crucial. Many retirees focus on investment management but often miss key areas that can significantly impact their long-term security and legacy. Here are five often-overlooked yet vital steps that you should consider taking.