If you welcomed a child in 2025, a new tax election may allow you to secure a $1,000 federal seed contribution in your child’s name through the newly introduced Trump Account pilot program. While the incentive is appealing, the structure, tax treatment, and long-term implications deserve careful consideration. Here’s what parents need to know before making the election.
Losing a spouse is emotionally devastating and financially complicated. When two incomes become one, Social Security benefits may fall, tax brackets shrink, and Medicare costs can rise. This article explores the “widow’s penalty” and outlines proactive planning strategies that can help protect long-term retirement security.
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.
January is Financial Wellness Month, and the perfect moment to reflect on your financial goals and plan with purpose. In our latest article, we share practical insights on everything from how to set achievable financial goals to planning for a secure retirement.
Putting your home on the market can be exciting and also stressful, especially when you want to get the best price. One proven way to stand out is by staging your home. In this article, we’ll explore easy and effective ways to prepare your property so buyers can envision themselves living there.
A child buying their first car. A grandchild just starting out. A sibling needing help. When someone you care about asks you to co-sign a loan, it’s natural to want to say yes. But before you sign on the dotted line, it’s worth pausing to understand exactly what you’re committing to—and how to protect yourself in the process.
Are your kids ready to handle money on their own? Discover practical ways to teach financial skills that will set them up for a lifetime of confidence and independence.
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.
Inflation is decreasing. Are you wondering why you’re not feeling it? We are asked this question often. Let’s explore the concepts of inflation, deflation, and disinflation.
The Federal Reserve cut rates, a move that has far-reaching implications for the economy, stock market, and bond market. Learn why the cut rates and more about the impact.
When individuals mention the person who “manages my money,” they are often referring to the person who handles their investments. But the action of managing money goes far beyond investing. Here’s what you should know.
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.