Andrés M. Romero | E2E Financial, LLC

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...

World Conflicts: Always Reasons Not to Invest, but Markets Have Been Resilient.

The events going on around the world like the Israel/Palestine conflict and the Russian invasion of Ukraine may cause you pause to invest. It is important to know that in my 30+ years in the business, there have always been reasons not to invest. But actual previous...

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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?

World Conflicts: Always Reasons Not to Invest, but Markets Have Been Resilient.

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