Blog

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...

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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....

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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”....

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Don’t Make This Investment Mistake

So far, 2024 has been a good investment market for stocks. All major stock indexes are all up (see your JPM Market recap below). Considering the volatility we’ve seen during and after COVID times, not to mention what’s in store for a presidential election year, it is...

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ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?