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.
Financial Planning
Financial Planning, Miscellaneous Insights
How to Stage Your Home for Sale: Tips, Costs, and ROI
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.
Is it Wise to Co-Sign a Loan? What to Consider First
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.
College Planning, Financial Planning
From Clueless to Confident: Teaching Your Kids Financial Responsibility
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.
National Pinkfix Day: Empowering Women to Take Charge of Their Financial Futures
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, Deflation, and Disinflation
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.
Fed Cuts Rates: Implications for the Economy, Stock Market, and Bond Market
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.
Managing Money
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.
Financial Planning, Miscellaneous Insights
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.
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.
Prepare for the Unexpected
Life is full of surprises, no matter how hard we try to control the world around us. How do you plan for unexpected expenses? They’re bound to happen, so you need a plan.












