This year's extreme market volatility may have significant tax consequences for mutual fund investors. Here's what you need to know.
Retirement is supposed to be enjoyable. Healthy financial habits should have set you up to do the things you've always wanted. But too often, individuals make mistakes that derail their plans to be financially independent. Learn how to set yourself up for a worry-free retirement.
Millenials are saddled with many challenges. But they are our next set of leaders and are deserving of our attention. Learn what they're up against, and how they can overcome it.
On March 21, the IRS postponed the tax filing deadline from April 15 to July 15. But New York and New Jersey didn't follow suit on all the tax deadlines. Here's what's due Monday.
Every day, headlines grab our attention. Sometimes we even act on what we read. So the question is, how do you separate fact from opinion?
For individuals who would like to donate some of their IRA to charity, making a Qualified Charitable Distribution could be a good strategy.
This year marks the 50th anniversary of Earth Day. Read about how Earth Day started and how EKS does it part.
"When should I retire?" is a question asked by millions of people every year. There is no one-size-fits-all answer, but here are some things to think about as you ponder your own retirement.
Adapting to living and working at home can be challenging. We care for our families, home-school our children, connect with clients, conduct conference calls, and socialize virtually. It’s easy to lose sight of our own needs. Here are some ways to improve your mental well-being.
COVID-19 scams are running rampant, targeting the elderly and at-risk individuals. Here are a few of the scams to watch for and tips on how you can protect yourself.
New Jersey has extended the State income tax filing deadline for individuals, corporations, trusts and estates, and other non-corporate tax filers.
New York State has extended the April 15, 2020 due date for filing personal income tax and corporate tax returns. Here's what you should know.
The CARES Act is an economic stimulus package designed to help small businesses and individuals during the Coronavirus pandemic. Here are the main points that impact individuals.
The due date for filing Federal income tax returns has been extended for all taxpayers. This change does not extend to individual states yet. Here's what you need to know.
The IRS has extended some relief for taxpayers affected by the ongoing Coronavirus pandemic. Here's what you need to know.
The Coronavirus has dominated the news cycle of late, and markets are clearly reacting to the news because the outcome is unknown. Fear is driving decisions to sell, so we want to share our thoughts about this week's reaction.
The FICO scoring system is changing - and it could affect your credit score. Find out if your score is likely to go up or down.
The SECURE Act likely impacts everyone's retirement and estate planning. Watch this webinar replay to learn about the major changes and what strategies are available to mitigate potential problems.
The SECURE Act is likely to impact everyone's retirement and estate planning. Learn about the major changes and what strategies are available to mitigate potential problems.
There's no place like home. That's the feeling many of us have as we age and need to consider where and how we will live as seniors. It's not always an option, however. Read how two retirees made their (different) choices.
We are pleased to announce that Darren Zagarola, Howard Hook, Howard Milove, and Eleanore Szymanski have all won the 2020 Five Star Wealth Manager award.
The recently passed SECURE Act contains the most significant changes to retirement since 2006, and there's something in it for everyone. Find out how the changes may impact you.
Have you ever wondered what you would do with a big financial windfall? In addition to celebrating, there are several important things you should (and should not) do. Learn how to avoid the most common mistakes.
Thank you to all our clients, business partners, and employees who contributed to this year's food drive.
New tax laws made significant changes to Federal income taxes beginning in 2018. While there was no significant new legislation in 2019 affecting individual taxes, personal situations do change from year to year, thus requiring a fresh look at how to approach your year-end tax planning. Here are some suggestions.
Open enrollment for the Federal Health Insurance Marketplace Exchange opened on November 1 and closes on December 15. If you are not enrolled in an employer-sponsored health plan, now is the time to get covered.
When was the last time you changed your passwords or thoroughly updated your devices? Here are some easy and free things you can do immediately to secure your digital world.
Can you detect a financial scam when you see one? AIG Life & Retirement conducted a survey on elder abuse and confirmed that elder financial abuse is a pervasive and expansive problem.
The annual Medicare Open Enrollment Period begins October 15, 2019. This is the time to make changes to your plan. Here's what we recommend.
Do you know that NJ offers to freeze the property tax of senior citizens and disabled homeowners? The deadline to apply is October 31; so don't delay.
Recycling, reusing, repurposing and reducing. Four simple and inexpensive ways we can cut our carbon footprint, reduce consumption, and limit the wasteful use of resources. This article is the second part of our two-part series that discusses how each of us can contribute to the effort to save our planet. Here, we share ideas for how your values can impact your daily activities.
Saving the planet is not a one-person job, but each of us can contribute in different ways. Some enjoy a socially-conscious investing style called SRI. Find out if it's right for you.
Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.Peter Lynch, American Investor, Mutual Fund Manager, Philanthropist
Handing a credit card to a young adult can make a parent nervous. But there are tangible benefits to consider, especially when sending your kids off to college.