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 Assess if the New Tax Law Helped You
So many Americans are still trying to figure out if the new tax law helped or hurt them. One’s instinct is to judge it based on whether you paid more taxes this year or last year. However, this may not be an accurate way to assess the result. Find out why.
Does the Change for 401(k) Loans Affect Me?
On February 22, we answered a NJMoneyHelp question regarding how 401(k) loan rules have changed. This resulted in a follow-up question, which we are answering here.
REMINDER: There’s Still Time to Contribute to an IRA for 2018
It’s not too late to contribute to an IRA for 2018. Here’s what you need to know.
Have Rules for 401(k) Loans Changed?
There’s been a change in law about what happens to 401(k) loans that are not fully paid when you leave a job. Learn more.
Find the Best Retirement Plan for You
Saving for retirement seems like a straightforward goal. Yet nearly 50% of people wishes they were saving more. Part of the challenge is knowing where to keep it. Learn about some of your options, and the rules to consider.
When Can Medicare Part D be Opted Out of?
Medicare can be complicated. The New York Post asked us to answer this question recently: Can I opt out of Medicare Part D?
Can These Student Loans be Forgiven?
Are there any forgiveness or discharge programs available for graduates mired in debt?
How to Get Ready for the Tax Preparer
Tax season officially started this week, and the IRS maintains it is expecting to issue refunds within 21 days of when it receives and accepts a return – the same as always. Consider these tips to save your preparer time, and potentially save yourself money.
A New Tool to Save Money on Prescriptions: Your Pharmacist
The cost of prescription drugs continues to rise at a faster rate than overall inflation, especially for seniors. Now, consumers have a new weapon to control some of that cost: the right to ask your pharmacist for help.
Howard Hook is Teaching a Class on Charitable Giving Strategies at Princeton Adult School
Donating to charity makes us feel good. But resources are not finite. What if there was a way to structure your giving so you and the charity can both benefit to an even greater extent? This course teaches you how.
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.