Announcing your age as “and-a-half” dies out around the age of 12. But when you’re older, it starts making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding your retirement income.
Latest Insights Article
Millennials Will Rule the World, For Better or Worse
Millenials are saddled with many challenges. But they are our next set of leaders and are deserving of our attention. Learn what they’re up against, and how they can overcome it.
Tax Alert: NJ/NY Estimated Tax Payments Due on June 15, 2020
On March 21, the IRS postponed the tax filing deadline from April 15 to July 15. But New York and New Jersey didn’t follow suit on all the tax deadlines. Here’s what’s due Monday.
Financial Planning, Retirement Planning
10 Common Money Mistakes People Make in Their 50s
You’re getting closer to retirement, and it’s time to put a plan in place. Here are some questions to consider and mistakes to avoid.
10 Common Money Mistakes People Make in Their 40s
Your 40s are the time to become more serious about your financial plan. Hopefully, you have developed healthy financial habits that have set you up to meet your goals. Now is the time to make up for financial shortcomings and prepare yourself for the next decade.
11 Common Money Mistakes People Make in Their 30s
In our 30s, responsibility takes center stage. This is the age where healthy financial habits can have a long-lasting impact on your financial future, setting you up for success, or derailing your long-term financial well-being.
9 Common Money Mistakes People Make in Their 20s
Your twenties are a transitional decade. You graduate college, start a new job, maybe get married. Developing financial literacy during this time can mean the difference between quickly falling into debt or building a solid foundation that will allow you to achieve your personal and financial goals.
Investing, Miscellaneous Insights
Separating Fact from Opinion
Every day, headlines grab our attention. Sometimes we even act on what we read. So the question is, how do you separate fact from opinion?
Charitable Giving Strategies, Retirement Planning
Qualified Charitable Distributions After the CARES Act
For individuals who would like to donate some of their IRA to charity, making a Qualified Charitable Distribution could be a good strategy.
Recognizing the 50th Anniversary of Earth Day
This year marks the 50th anniversary of Earth Day. Read about how Earth Day started and how EKS does it part.
The Advantage to Delaying Retirement
“When should I retire?” is a question asked by millions of people every year. There is no one-size-fits-all answer, but here are some things to think about as you ponder your own retirement.
How the CARES Act Impacts Required Minimum Distributions
Learn about a significant change that will benefit retirees required to take RMDs in 2020.
A Few Ways to Improve Your Well-Being While Working from Home
Adapting to living and working at home can be challenging. We care for our families, home-school our children, connect with clients, conduct conference calls, and socialize virtually. It’s easy to lose sight of our own needs. Here are some ways to improve your mental well-being.












