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.
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EKS Hosts Thanksgiving Food Drive
EKS Associates thanks everyone who contributed to this year's Thanksgiving Food Drive. This year's Food Drive...
Key Tax Numbers for 2022
Key tax numbers for 2021 have been released by the IRS. This will help with your tax planning.
Black Friday and Cyber Monday: Are they so different?
Learn how Cyber Monday and Black Friday compare. Discover additional resources to keep you safe while researching and shopping this holiday season.
Support Local Business on Small Business Saturday
Small Business Saturday encourages community members to shop locally. Your local businesses need your support. Here’s how they’re innovating and how you can participate.
Year End Capital Gain Distributions
Mutual funds must make regular capital gain distributions to shareholders. Here’s how it works, as well as what to expect for tax planning.
Open Enrollment for Affordable Care Has Begun
If you are not enrolled in an employer-sponsored health plan, you have until December 15 to get coverage for you and your family.
Think Small. It Could Have Big Rewards.
It’s important to think big when considering your dreams. But to get things done, you may need to take a step back and think small. Here’s why.
Estate Planning Today, Helps You Plan for Tomorrow.
“Plan for tomorrow” seems like sensible advice. Yet a surprising number of people leave no estate plan in place for their survivors.
COLA Increase Announced for Social Security
The Social Security Administration announced a substantial COLA increase for Social Security recipients.
‘Gap Retirements’ Divide Baby Boomer Couples
Are you prepared to retire before (or after) your spouse? Have you considered how this retirement gap will impact your relationship?
Important Things to Know When Couples Plan for Retirement
One of the most overlooked concerns that couples fail to discuss is how their retirement goals align with each other. Here’s what you need to know when thinking about retirement.
When to Have the Inheritance Talk with Your Kids
Have you discussed inheritance with your heirs? Here’s why you should and some tips for doing it.