By Howard Hook, CPA, CFP® Howard Hook is a fee-only Certified Financial Planner, Chartered Advisor in Philanthropy and CPA with the wealth management firm of EKS Associates in Princeton, NJ. He has been named to Medical […]
Financial Planning
Maintaining Flexibility In An Uncertain World
Howard Hook is a fee-only Certified Financial Planner and CPA with the wealth management firm of EKS Associates in Princeton, NJ. He has been named to Medical Economics’ list of top financial planners for physicians for […]
REDUCING INCOME TAXES IN RETIREMENT
By Howard Hook, CPA, CFP Howard Hook is a fee-only Certified Financial Planner and CPA with the wealth management firm of EKS Associates in Princeton, NJ. He has been named to Medical Economics’ list of top […]
Retirement Success Is Based On Investment Return And Withdrawal Rate
To be as concise as possible, there are two components which contribute largely to the success of one’s retirement plans: investment return and how much money you need to withdraw from your portfolio, known as your withdrawal rate. This is not to say that there are not other key variables.. But those two are a good place to start when evaluating your retirement prospects.
The Difference Between Rich and Wealthy
By Howard Hook Howard Hook is a fee-only Certified Financial Planner and CPA with the wealth management firm of EKS Associates in Princeton, NJ.He has been named to Medical Economics’ list of top financial planners for […]
Don’t Let the Investment Tail Wag the Financial Planning Dog
It is natural for reasons that soon will be apparent that investments tend to lead the focus when it comes to finding an advisor. Questions about performance and investment strategy often come before questions about the competency of an advisor’s financial planning advice.