As part of the Adult School's 85th anniversary celebrations, they have planned several special Conversations throughout the 2023-24...
Miscellaneous Insights
College Planning, Miscellaneous Insights
7 Things to Know About Saving, Spending, and Paying for College
Health Savings Accounts One of the most under-used tax benefits workers are eligible for is the Health Savings Account, or HSA. It...
TD Ameritrade-Charles Schwab Merger Update #2
As Schwab and TD Ameritrade draw closer to the transition of services between the two firms, the following is a preview of...
A Word About the TD Ameritrade Breach
CLIENT ALERT At EKS Associates, we take your security very seriously and want to inform you of a recent data breach at TD Ameritrade....
TD Ameritrade-Charles Schwab Merger Update #1
What's Happening As you know, in 2020, Charles Schwab acquired TD Ameritrade. Since then, the two firms have worked hard to...
Investing, Miscellaneous Insights
The U.S. Debt Ceiling and What It Means for Investors
You likely are starting to hear more and more on the news and online that the U.S. will run out of money at the beginning of June....
Financial Planning, Miscellaneous Insights
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...
Financial Planning, Miscellaneous Insights
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,...
Is it Time to Invest in Solar Energy?
To save the planet and remain energy independent, the United States and other leading industrial nations must dramatically increase...
9 Reasons Not to Join a Gym
Don't let the headline deceive you. This is not an article that will provide you with excuses to sit in the recliner, eat chips and...
To Join, or Not to Join (A Gym)
As much as we'd like to believe that chocolate cake and ice cream are the elixirs for a long and healthy life, we know that's not the...
Financial Planning, Miscellaneous Insights
7 Ways to Save Money
Saving money should always be a priority, but even more so in today’s environment, where necessities such as food and gas are rising...