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
Buying Individual Stocks is a Dangerous Game
Buying stocks is tempting when the stock market goes up, but it can be a dangerous way to invest. See how stock picking compares to strategic investing.
With Workers in Short Supply, Many Seniors Are Unretiring
During the pandemic, millions of seniors left the workforce. Now, many are unretiring and returning to work. Here’s why and how to decide if unretiring is right for you.
Now May Be The Right Time For Tax-Loss Selling
Tax-loss selling is a financial planning strategy used to help investors reduce their capital gains tax liability. Learn how it works and why it’s so beneficial.
How to Plan and Retire with Confidence
To retire with confidence, you must plan. In this article, we address two of the top issues: Where will the money come from? Should you change your portfolio?
Celebrate the Importance of World Password Day
World Password Day was created to promote better password security awareness. Learn why it’s so vital you change your passwords and some tips to make it easier.
Giving Kids an Allowance Offers Valuable Life Lessons
Whether to give kids an allowance is a hot topic among parents. Read what the experts say about when to give an allowance, how much to give, and how they should earn it.
Insurance 101: Understanding the Importance of Umbrella Liability Coverage
Accidents happen. That’s a fact of life. One of the most important parts of a financial plan is ensuring the...
Is This The Right Business To Invest In?
Choosing the right business or idea to invest in takes careful consideration. Here are some things to consider before handing over your money.
How to Protect the Identity of Your Late Loved Ones
Identity thieves have found a new opportunity. They steal the identities of the dead, often committing widespread fraud before being caught (if they are ever caught). Here’s how to protect the identity of your late loved ones.
The World’s Volatile, But it’s No Time to Panic
The world is an uncertain place and investors are understandably nervous. Here are a few things to do (and not to do) during this time.
What Do Rising Interest Rates Mean for Your Money?
Rising interest rates are meant to combat high inflation. Here’s what it means for your money.
EKS Associates Launches a New Website
At EKS Associates, we are always looking for new ways to improve our clients’ experiences. We’re excited to share that we’ve updated our website with a fresh new design and new features.