EKC Wealth Strategies

03/03/2025

Allowing employees to roll over their 401(k) savings into your company’s retirement plan doesn’t just help them — it can also provide financial advantages for your business. Swipe through to learn more.

Want to maximize the benefits of your 401(k) plan? Contact our team today to learn more.

10/23/2024

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

10/21/2024

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

10/18/2024

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

10/16/2024

Protecting you or your company from a civil claim may require an coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

10/14/2024

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

10/11/2024

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

10/09/2024

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

10/07/2024

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

10/04/2024

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

10/04/2024

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.

Quarterly Market Insights | Q3 2024 U.S. Markets Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter. The Dow Jones Industrial Average, which dipped in Q2, picked up 8.21 percent for the third quarter. The S&P 500 Index...

10/02/2024

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Lifestyle considerations in creating your retirement portfolio.