Each year brings small but meaningful changes that can impact how we save, spend, travel, and plan for retirement. Here are seven practical updates worth knowing now.
Latest Insights Article
Preparing for Change: The Federal Estate Tax Exclusion and Estate Planning
Estate tax will be a hot topic as we approach December 31, 2025. Currently, the exemption amount is $13.61 million per person. However, current estate laws are set to expire, sunsetting back to the laws in effect pre-2017, and reducing the lifetime federal estate and gift tax exclusion by approximately half.
Top Ten List of Resolutions for Financial Success
New Year’s Resolutions are popular to make, but they are easily – and frequently – broken. But when it comes to being financially independent, it’s important to make some resolutions you can keep. Here’s EKS Associates’ Top 10 List of Resolutions for Financial Success.
2023 Tax Documents from TD Ameritrade and Charles Schwab
Tax time is quickly approaching. The IRS announced it will begin accepting and processing 2023 tax returns on January 29, 2024. Here is an update on when you can expect to receive tax documents from Charles Schwab and TD Ameritrade.
Congratulations to Our 2024 Five Star Wealth Manager Award Winners
We are pleased to announce that Darren Zagarola, Howard Hook, and Howard Milove have won the 2024 Five Star Wealth Manager award.
Bitcoins and Marshmallows
Bitcoins are buzzing in the financial industry, but many people still don’t understand them. Here’s a little background.
Does the 4% Rule Still Work?
The 4% rule is a popular retirement withdrawal strategy that suggests retirees can safely withdraw the amount equal to 4% of their savings during the year they retire and then adjust for inflation each subsequent year. Here’s how it works and why there are doubters.
A Summary of The Fed’s December Meeting
The Federal Reserve had their final meeting of the year. Here’s what they decided about interest rates.
Confusion Reigns Over New RMD Rules. We Have the Answers.
Recent changes to RMD rules are confusing taxpayers. But there is some good news to celebrate, and changes to be aware of.
How to Defeat Debt
Defeating debt is always important, but it becomes more critical as one nears retirement. Here are some strategies to help you navigate this stressful situation.
2024 Important Figures
Every October, the IRS announces changes to certain figures for the upcoming year. Here are the highlights that may impact your financial planning and tax planning.
How Much Do You Need to Retire with Confidence?
How much do you need to retire with confidence? Is there a magic number? Let’s explore how much is enough and how you can achieve your goals.
Princeton Adult School 85th Anniversary Event
As part of the Adult School’s 85th anniversary celebrations, they have planned several special Conversations throughout the 2023-24 school year. These Conversations offer an opportunity to engage in informal and insightful discussions with notable speakers. Led by a knowledgeable moderator, these Sunday afternoon sessions provide a platform for sharing experiences, exchanging ideas, and fostering meaningful dialogue. Join the community for an afternoon of captivating Conversations!