Latest Insights Article

Is it Wise to Co-Sign a Loan? What to Consider First

A child buying their first car. A grandchild just starting out. A sibling needing help. When someone you care about asks you to co-sign a loan, it’s natural to want to say yes. But before you sign on the dotted line, it’s worth pausing to understand exactly what you’re committing to—and how to protect yourself in the process.

Important Birthdays Over 50

Important Birthdays Over 50

Announcing your age as “and-a-half” dies out around the age of 12. But when you’re older, it starts making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding your retirement income.

Aging in Place

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

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.