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”....

Is It Time to Review Your 401k? Find Out Here!

Do you have a 401k retirement plan at your practice? When was the last time it was reviewed? There have been many changes in the retirement plan space. Many 401k companies (recordkeepers and Third Party Administrators (TPAs)) have been bought, and service has dropped....

Is The Fed Confident It Can Cut Rates This Year?

From our friends at JP Morgan… As widely anticipated, the Federal Open Market Committee (FOMC) voted to leave the Federal funds rate unchanged at a target range of 5.25%-5.50% at its June meeting. The statement was largely unchanged though it did acknowledge that...