Even in the best of times, life can throw a wrench into your financial planning. And for many people, these are not the best of...
Financial Planning
Financial Planning, Miscellaneous Insights
Sitting Down with Fee-Only Financial Planner, Darren Zagarola
We sat down with Darren Zagarola, Principal and Senior Wealth Advisor at EKS Associates, to discuss a wide range of financial...
7 Tips for National Savings Day
October 12 is National Savings Day. This seems like the perfect day to reflect and ask yourself, “How intentional have I been with my...
Family Wealth Planning, Financial Planning
Don’t Rush Inheritance Decisions
The Great American Wealth Transfer is under way. Baby boomers expect to transfer more than $30 trillion to their heirs over the next...
Cash is King
"Now you know why we always want a certain allocation to cash in your portfolio." This is the phrase advisors wish to say to clients...
Financial Planning, Retirement Planning
11 Common Money Mistakes People Make in Retirement (UPDATED)
Retirement is supposed to be a chapter in one’s life that is full of joy. You finally have time to do the things you’ve always wanted...
Financial Planning, Retirement Planning
10 Common Money Mistakes People Make in Their 50s
Once you enter your 50s, you are officially closer to retirement than the age when you started working. Retirement ceases to be a...
10 Common Money Mistakes People Make in Their 40s
Your 40s are the time to become more serious about your financial plan. You have been working hard to accumulate assets and grow your...
11 Common Money Mistakes People Make in Their 30s
How you handle money and make financial decisions can impact you and your loved ones in many ways. It is essential to develop good...
9 Common Money Mistakes People Make in Their 20s
How you save money, spend money, and make financial decisions can impact you and your loved ones in many ways. It's important to...
Resolutions or Goals? Here are 7 Ideas to Jumpstart Your Year.
By the time you read this article, 75% of people will have already given up their New Year’s resolutions. The main reason for this is...
How to Plan After a Financial Windfall
Almost all of us have had that daydream: what would I do with a big lottery payout? Even if you never buy a lottery ticket, you've...