Blog

It’s our birthday!

It was 2 years ago, last Monday, that we made our move to independence. We are so appreciative for the response and support that we have received! Since our move, we have grown both in staff (having both Olivia and Theresa on the team) and services we offer. The...

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How investing is like a minivan…

I happened to be reading one of my favorite columnists this weekend: Dan Neil. Dan writes the Rumble Seat column for the Wall Street Journal. This weekend Dan was reviewing the 2018 Honda Odyssey minivan. I love Dan’s wit, which for me, is more about Dan’s offbeat...

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When a 75% rate increase equals 15%

Hope you’ve had a great start to your week. In the past few weeks a major topic of conversation among my colleagues, friends, and clients has been the skyrocketing premium increases of their long term care insurance (LTCi) premiums. Almost all LTCi insurance carriers...

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What’s your passion?

As I watched “El Clásico” last Sunday afternoon, I pondered about passion. Besides the obvious (family), I have a few passions. One is futbol. (aka soccer) I watched with delight as my favorite player, Leonel Messi, scored the game winner as time ran out over his arch...

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Welcome Olivia to the E2E Financial team!

We would like to officially welcome Olivia Welch to the E2E Financial team! Olivia is a lifetime member of the Girl Scouts of America. She was an active scout for 13 years; pursuing over 300+ hours of community service while earning her Bronze, Silver and Gold awards....

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Would you like education and/or insight?

We are always looking at being of service to you and add events that you and your friends value. So I ask you kindly which types of events would you like us to have for you? Ideas: investment market insights lunch/dinner, social events (example: wine tasting),...

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