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,...
Financial Planning
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...
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,...