Retirement can be a wonderful chapter, but ensuring your financial house is not just in order but thriving is crucial. Many retirees focus on investment management but often miss key areas that can significantly impact their long-term security and legacy. Here are five often-overlooked yet vital steps that you should consider taking.
Latest Insights Article
EKS Hosts HomeFront at Rider Broncs Game
EKS is proud to host HomeFront, a not-for-profit organization whose mission is to end homelessness in Central New Jersey.
An Update on the Concern About the IRS Tax Withholding Tables
This is an update about the problem with the IRS Tax Withholding Table.
The Gift of Perspective
This article illustrates an important fact: Perspective is a gift.
Join us for Spring Semester 2019 at the Princeton Adult School
Spring Semester at the Princeton Adult School starts soon! Check out our classes here.
7 Resolutions for Financial Success
It’s that time of year again, when we reflect on what is important to us, revisit values, and make resolutions. Consider what you can do to organize your financial life and achieve your long-term goals. Here are 7 realistic resolutions to get you started.
15 Money Moves to Make in 2019
Financial uncertainty is in the air, so here’s how to spend less, save more and invest smarter.
Credit Freezes: Are they right for you?
Every time there is a massive data breach, we are asked “Should I freeze my credit?” Historically, the process has been cumbersome and time consuming, and few do it. Now, Congress has made it easier. Here’s how it works.
Tax Bill Alert
Another tax bill is working its way through the House. If passed in its present form, it makes changes to retirement plans and other things. Read more.
The Grass is Not Always Greener on the Other Side
Everybody wants to be in on the ground floor of the next big investment idea. This year, we’re getting a lot of questions about the Marijuana industry. With medical usage now legal in most states, and well-established companies looking to enter the industry, is this a slam-dunk investment opportunity? Let’s discuss.
Giving to Charity This Holiday Season? Why the New Tax Plan Changes Everything.
About 12% of charitable giving happens in the last three days of the year. But under the new tax plan, many taxpayers won’t be able to deduct their donations. Howard Hook contributed to this article, outlining the new rules, explaining who can itemize, and reviewing some useful strategies.
Rules if You Inherit an Inherited IRA
How is the RMD of an inherited IRA calculated if that IRA was already also an inherited IRA? Read Howard’s answer.
The IRS Tax Withholding Tables May Be Inaccurate. Here’s What You Need to Know.
Due to the many changes the recently passed Tax Cuts and Jobs Act made to how taxable income is derived, many taxpayers may be more under-withheld than normal. Find out what you can do about it.