On Wednesday, September 18, the Federal Reserve, the central bank of the United States, announced it was cutting the Federal funds...
Financial Planning
Managing Money
Recently, I overheard this conversation at a cocktail party: “Who manages your money? Do you like him?” “Yes, he does a great job...
Top Ten List of Resolutions for Financial Success
As I lounged by my fireplace with my dog snuggled at my feet, I started reflecting on how to make my financial resolutions article...
How to Defeat Debt
This article originally appeared in MarketWatch. EKS Senior Wealth Advisor, Howard Hook, contributed to this article. Dear Tax Guy, I...
2024 Important Figures
Historically, October is the month the IRS announces changes to certain figures for the upcoming year. These changes are based on the...
Prepare for the Unexpected
Stuff happens. It just does. As much as we try to control the world around us, life is full of unpredictable events. That’s true at...
Is Now the Time to Tap into the Increased Value of Your Home?
Homeowners have seen the value of their homes soar over the past few years. Even though prices have flattened or even declined this...
What Does a Bank Failure Mean for You?
The failure of SVB and Signature Bank two weeks ago, coupled with the private bailout of First Republic Bank by eleven large banks,...
7 Ways to Save Money
Saving money should always be a priority, but even more so in today’s environment, where necessities such as food and gas are rising...
6 Overlooked Financial Tips
Managing your finances, saving for special big-ticket items, and planning for retirement are examples of things that can feel...
Think Small. It Could Have Big Rewards.
Big ideas and significant accomplishments tend to get the headlines, but to actually get things done, you might need to think small....
COLA Increase Announced for Social Security
On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9...