Baby boomers expect to transfer $30 trillion to their heirs over the next several decades. Read these tips to ensure you manage your inheritance properly.
When building an investment portfolio, it's important to consider cash in the mix. Learn the many reasons why, and how to determine how much cash is right for your financial plan.
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.
You're getting closer to retirement, and it's time to put a plan in place. Here are some questions to consider and mistakes to avoid.
Your 40s are the time to become more serious about your financial plan. Hopefully, you have developed healthy financial habits that have set you up to meet your goals. Now is the time to make up for financial shortcomings and prepare yourself for the next decade.
In our 30s, responsibility takes center stage. This is the age where healthy financial habits can have a long-lasting impact on your financial future, setting you up for success, or derailing your long-term financial well-being.
Your twenties are a transitional decade. You graduate college, start a new job, maybe get married. Developing financial literacy during this time can mean the difference between quickly falling into debt or building a solid foundation that will allow you to achieve your personal and financial goals.
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.
We are experiencing an unprecedented event in the world. It can be tough to see the light at the end of the tunnel. But let's reflect on the opportunities that are presenting themselves to us.
A 30-year industry veteran recently said this was one of the most fascinating times he has seen in his entire career. Here's what he has to say.
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.
Investors of all ages are worried. We are experiencing extreme volatility in the global markets. What can you do to stop the bleeding?
Making Qualified Charitable Distributions can be a great way to maximize your charitable giving. But this strategy must be reported properly at tax time. Learn how to avoid a tax trap.
Family conversations around wealth can be uncomfortable. But leaving a legacy is about more than just a gift of money. Learn how a family wealth planning meeting can help with wealth transfer and what to share when you have one.
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.
There are many things we can donate to charity - cash, property, clothing, assets. Each one has its own requirement for receiving an income tax deduction. Review this flowchart to learn more.
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.
Ever wonder how long you should keep your receipts, statements, and other accumulated documents? Here are some recommended holding periods for a variety of documents you likely have in your cabinet or drawer.
The recently passed SECURE Act has made several changes to retirement plans, some of which could result in an increase in the amount of money being left to charities. Read why.
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.
By the time you read this article, 75% of people will have already given up their New Year’s resolutions. Why? Because resolutions tend to be vague. Learn why setting goals is more effective, and how these 7 ideas can jumpstart your year.
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.