What’s the difference between an Executor and a Trustee — and why does it matter? This article explains the roles, responsibilities, and how to choose wisely.
Latest Insights Article
Cutting Through the Noise: Two Crucial Questions Investors Need to Ask
In today’s news cycle, investors are bombarded with information, making it difficult to know whether they are properly invested. Ask yourself these two crucial questions.
2025 Tax Law Changes: What’s in the One Big Beautiful Bill Act
Discover how the One Big Beautiful Bill Act changes taxes in 2025, including new deductions for tips and Seniors, an increase to the standard deduction, and more.
Important Birthdays Over 50
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.
Reminder: Second Quarter Estimated Tax Payments Due June 16
Estimated tax payments are important if you are self-employed, earn substantial investment income, or anticipate owing more than your prior year’s tax liability after withholding. This year, the deadline is Monday, June 16. Here’s what you need to know.
Oversharing Online Makes You an Easy Target for Cybercriminals
People share online to feel connected. It allows individuals to celebrate life’s milestones, stay in touch with loved ones, reconnect with past relationships, and be part of a community. But, sharing too much information can have its downsides, potentially putting your identity and financial security at risk.
May 29 is 529 Plan Day
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.
Aging in Place
We plan all our lives. A house, vacation, college. However, few Americans make plans for their late-in-life years. Have you considered how and where you’ll retire? Will you remain in your home, downsize, or live in a community? This article explores the pros and cons of aging in place.
National Pinkfix Day: Empowering Women to Take Charge of Their Financial Futures
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.
National Senior Fraud Awareness Day 2025: Protecting Older Adults from Scams
Recently, seniors lost more than $3.4 billion to fraud. Tech support scams are among the most prevalent. Read how to protect seniors from fraud, and what to do if you’ve been a victim.
Car Buying Gets More Complicated
Six months ago, the WSJ wrote: “The price gap between used and new cars has never been larger.” Now, a combination of factors have made everything more expensive and have complicated the math on new vs. used cars.
$12.5 Billion Lost to Scams in 2024 – Here’s How to Protect Yourself
Billions of dollars were lost to scams in 2024, and fraud remains on the rise. Here are some ways you can protect yourself.
Tax Contributions Due by April 15 — Unless You File an Extension
April 15 is approaching and many taxpayers are scrambling. Did you know that most tax contributions are due by April 15, unless you file a tax extension? Here’s a look at some key contributions that can be extended, giving you extra time to maximize your benefits.