Medicare Advantage Open Enrollment runs Jan 1–Mar 31. Our latest Medicare article outlines how to ensure your coverage still fits your needs, the real costs of Medicare, what high-income retirees need to know, and when Medigap insurance might be worth considering.
Latest Insights Article
Celebrate Financial Wellness Month with Practical Strategies for Success
January is Financial Wellness Month, and the perfect moment to reflect on your financial goals and plan with purpose. In our latest article, we share practical insights on everything from how to set achievable financial goals to planning for a secure retirement.
Executor vs. Trustee: What’s the Difference and Why It Matters
What’s the difference between an Executor and a Trustee — and why does it matter? This article explains the roles, responsibilities, and how to choose wisely.
Why December Inspires Giving and How to Maximize Your Impact
December is the most charitable month of the year—and for good reason. The holidays inspire gratitude, community, and a natural desire to give back. In this article, we explore why this season drives generosity, how charities maximize year-end giving, common scams to watch for, and ways to make your contributions more strategic and tax-smart.
Prepaying Your State Income Taxes in December May Reduce Your Federal Taxes
New changes to the SALT deduction rules reopen a once-popular year-end planning strategy. Learn when prepaying your Q4 state estimated tax in December may help reduce your federal tax bill, and when waiting could be wiser.
Beware of Holiday Shopping Scams
Holiday shopping brings great deals—but also a rise in scams. Criminals are using AI to create realistic websites, ads, and emails. Here’s how to protect yourself and shop safely this season.
EKS Proudly Supports the Fund for Women and Girls
EKS Associates is proud to support the Fund for Women and Girls, one of the many Grant and Scholarship Programs run by the Princeton Area Community Foundation.
Howard Hook Featured in ‘Ask NJ Money Help’ Tax Planning Q&A
A reader recently submitted a question to the ‘Ask NJ Money Help’ column asking how to lower their daughter’s taxes. Howard Hook was invited to weigh in. His response breaks down the difference between tax liability and tax withholding, and offers practical guidance families can use. Read the full Q&A on NJMoneyHelp.com.
Howard Hook and Darren Zagarola Offer New Course on Roth IRAs
The seminar, “Demystifying the Roth IRA,” breaks down how Roth IRAs work and why they may be a smart move for your retirement strategy.
Medicare Supplement Insurance (Medigap): Do You Need It?
Medicare offers a strong foundation, but it doesn’t cover everything. Medigap can help fill those coverage gaps by reducing unpredictable medical bills and providing more financial stability in retirement. Learn how Medigap works, what it covers, and how to choose the right plan for your needs.
How to Spot Financial Scams Before You Fall Victim
With scam tactics evolving fast in 2025, now is the time to sharpen your radar. This article walks you through the red flags of today’s financial frauds and practical steps you can take to stay ahead.
Understanding the Real Costs of Medicare
Many retirees are surprised to discover that Medicare isn’t free. Each part—A, B, C, and D—comes with unique premiums, deductibles, and out-of-pocket costs. This article breaks down what you’ll pay and offers smart ways to plan for these expenses in retirement.
IRMAA Demystified: What High-Income Retirees Need to Know in 2025
IRMAA can raise your Medicare costs if you’re a high-income retiree. Here’s what to know for 2025 and how to plan ahead wisely.