Retirement: Time to Contemplate…

I was on vacation at the beginning of June in New England at my college reunion and visiting Maine. Highly recommend New England in June. Great weather and not too hot. If you’re traveling to Boston and looking for recommendations, be sure to reach out! 😊 As I was on...

Economic Outlook: U.S. Powers Global Growth

The United States, flexing its muscles as the world’s largest economy, is once again serving the critical role of global growth engine. As Europe and China struggle with weak economic activity, the U.S., India and, to a lesser extent, Japan are showing signs of...

Happy Independence Day!

In observance of Independence Day, our office will be closed on Thursday, July 4th. We hope you have a safe and happy 4th of July!

Money Saving Tips from E2E!

Knowing that Amazon’s Prime Day(s) starts Tuesday, July 16th and runs through Wednesday the 17th, I’d thought we’d give you some money saving ideas that we use. Use Rakuten to get money back on your purchases. To date, I have gotten over $1,400 back from purchases....

Do You Know What You Are Retiring To?

Today I am discussing the topic of retirement (or your next step) from a less financial perspective and more focused on your well-being. As a Wall Street Journal article title put it “Your 401(k) Isn’t Enough: To Invest for Retirement, Build Friendships and Hobbies”....