A practical financial check-in for 2026 Every year brings small but meaningful changes that can impact how we save, spend, travel,...
Financial Planning
Celebrate Financial Wellness Month with Practical Strategies for Success
January is National Financial Wellness Month. It’s the perfect moment to take stock of your finances and think about what financial...
How to Stage Your Home for Sale: Tips, Costs, and ROI
Putting your home up for sale can be an exciting and nerve-wracking experience, especially in this uncertain real estate market. To...
Is it Wise to Co-Sign a Loan? What to Consider First
When someone you care about asks you to co-sign a loan, it's natural to want to help. Whether it's your child buying their first car,...
From Clueless to Confident: Teaching Your Kids Financial Responsibility
Sending your kids off to college involves lots of unknowns: Will they handle their newfound freedom as conscientious young adults,...
National Pinkfix Day: Empowering Women to Take Charge of Their Financial Futures
Every year on May 17, we celebrate National Pinkfix Day — a powerful reminder that financial independence is not just about numbers...
Inflation, Deflation, and Disinflation
“If inflation has decreased over the last few years, why haven’t my expenses?” We are often asked this question, whether in meetings...
Fed Cuts Rates: Implications for the Economy, Stock Market, and Bond Market
On Wednesday, September 18, the Federal Reserve, the central bank of the United States, announced it was cutting the Federal funds...
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...