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.
Latest Insights Article
How to Pay for Retirement (Part Two)
In Part Two of our series on how to pay for retirement, we discuss three additional ways to raise cash in retirement.
How to Pay for Retirement (Part One)
How to pay for retirement is a crucial and often overlooked question. Here are three viable income sources to consider.
7 Little Improvements That Can Have a Big Impact on Your Financial Health
Sometimes the little things can have a big impact on your financial health. Here are 7 tips.
How Long You Should Keep Personal Financial Documents
It’s important to keep a record of your financial world, but how long to keep certain financial documents is a common question. Here are some tips.
The High Cost of Dying
Dying can be expensive, not to mention traumatic for loved ones. Here are some things you may want to consider ahead of time to ease their burden – and save money.
IRS Announces Federal Tax Due Date Extension
The Federal tax filing and payment deadline has been extended. But some dates remain the same. Here’s what you need to know about this tax season.
American Rescue Plan Act of 2021
A third stimulus bill has been signed into law. It provides assistance through stimulus checks, expanded unemployment benefits, and more.
New Rules for Deducting Charitable Donations
The rules around deducting charitable donations keeps changing. Here’s what you need to know now.
Deciphering the Many Medicare Plan Options
When it comes time to evaluate the seemingly infinite number of Medicare Plan options, your head may spin. We shed some light on the options.
How Will the New Administration Impact Financial Planning?
The new Administration is sure to make changes that will impact financial planning. Here are our thoughts on what’s to come.
Permanent Life Insurance is Again a Crucial Part of Wealth Protection
Permanent life insurance is an important part of wealth protection planning. Learn how your policy can impact your retirement planning and more.