Workplace realities may look different for today’s employees than many employers realize.
Latest Insights Article
How to Use Your 529 Plan to Pay for Studying Abroad
Studying abroad may be more affordable than many families realize. Learn how 529 plans can help cover eligible international education expenses.
How to Protect Yourself Against Grandparent Scams
Grandparent scams are becoming more convincing and harder to spot. Learn warning signs, prevention tips, and how EKS helps protect sensitive information.
Becoming Wealthy with a Modest Salary Is Possible
Anne Scheiber never earned a high salary, inherited wealth, or owned real estate. Yet through patience, discipline, and decades of steady investing, she left behind a $22 million fortune. Her story is a powerful reminder that wealth is often built quietly over time.
The Real Cost of Loving a Pet (and How to Be Ready for It)
Pets are family, but their care can come with unexpected costs. This article explores how pet insurance works, what it covers, and when it may (or may not) make financial sense.
Understanding Extended Care
Extended care can include in-home support, assisted living, skilled nursing care, and other services that may become necessary with age, illness, or disability. This article explains what extended care is, what it may cost, and how to plan for the expense.
First Year of Retirement: What to Expect
The first year of retirement is a major transition—financially, emotionally, and day-to-day. From creating a reliable income strategy to building new routines and finding purpose, learn what to expect and how to navigate the changes with confidence.
April Tax Deadlines Are Almost Here
Here are a few important tax deadlines that are coming up quickly. There’s still time to take advantage of a few planning opportunities.
How 2026 RMDs Can Affect Your Taxable Income
A higher 2026 RMD could mean higher taxable income. Here’s why that may happen and what to review now to avoid surprises later.
Equal vs. Equitable Estate Planning: How to Divide Your Assets Fairly
Equal isn’t always fair, and fair isn’t always equal. Learn how to approach dividing your estate among heirs based on your family’s unique needs.
2025 IRA Contribution Deadline: There’s Still Time to Fund Your IRA
You may still be able to fund a 2025 IRA. Learn the deadlines, contribution rules, and planning considerations.
A New Tax Election Could Put $1,000 in Your Child’s Name
If you welcomed a child in 2025, a new tax election may allow you to secure a $1,000 federal seed contribution in your child’s name through the newly introduced Trump Account pilot program. While the incentive is appealing, the structure, tax treatment, and long-term implications deserve careful consideration. Here’s what parents need to know before making the election.
Howard Hook Speaks at Temple Emeth’s 2025 “Life Hacks” Series on Investing in Independence
Howard Hook recently spoke at Temple Emeth in Teaneck as part of the 2025 Life Hacks lecture series, sharing practical retirement planning strategies and strategic approaches to charitable giving that help families preserve independence while making a meaningful impact.