2023 was a great year for the economy and investment markets. The S&P 500 was up 26.3%, international large and mid-sized company stocks were up 18.9% and US corporate bonds were up 5.5%. And the U.S. did not go into a recession. Which of the pundits got these...
At E2E Financial, we pride ourselves in supporting dentists and the dental community. Part of that is being proactive in helping dental students start their career on the right financial foot. We are excited to attend the District 4 American Student Dental...
It is the start of a new year! We, at E2E, wish you and yours good health, happiness and prosperity. To that end, take a look at my 2 minute video on 3 key steps to take now. You can find the 2024 updated tax rates and retirement plan numbers and info here. Thank you...
From all of us here at E2E Financial, we wish you and yours a very Merry Christmas, Happy Holidays, and a Happy New Year! Check out our video greeting! Reach out for any end of year questions.
Many of the Tax Cuts and Jobs Act (TCJA) of 2017 provisions which reduced income taxes for all of us are set to expire December 31, 2025 if congress does not vote to extend them. Given the poor job the US Congress does to take action and the historically high US debt:...
