Andrés M. Romero | E2E Financial, LLC

The GREATEST Tax Benefit Available! If You Qualify… 😉

A health savings account (HSA) may be the best tax-beneficial tool you can use. Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it! Tax advantages include: Tax-free or tax-deductible contributions Tax-deferred earnings in...

Continuing Education: What are YOU Looking For?

What are the top CE class topics (for dentists) you’d like to take? Options include (you can give details)…

Due to NEW Tax Legislation, Reviewing Your Beneficiaries has Become VITAL!

As we have mentioned before, the new tax legislation is making things harder for beneficiaries of retirement plans. First let’s review retirement account (RA) beneficiaries in general. All retirement accounts, like IRAs, 401k’s, pensions, etc., must have a named...

Even with Geopolitical Risk and a Resilient Economy, Inflation Should Stay on the Decrease

This week, some thoughts from our partners at JP Morgan….. Inflation is often feared to be a self-fulfilling prophecy, as consumers and businesses that expect higher prices may inadvertently fuel inflationary pressures themselves. For example, consumers may ask for a...

Looking to Hire and/or Retain Top Staff?

The #1 concern I continue to hear from our clients is the hiring and retaining for top dental staff. This is top concern since 2020. The key is how to proactively address it. First thing we recommend you do is: your homework. We recommend starting by reading the newly...

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The GREATEST Tax Benefit Available! If You Qualify… 😉

Continuing Education: What are YOU Looking For?

Due to NEW Tax Legislation, Reviewing Your Beneficiaries has Become VITAL!

Even with Geopolitical Risk and a Resilient Economy, Inflation Should Stay on the Decrease

Looking to Hire and/or Retain Top Staff?

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