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:...
It’s the holiday season. You and/or a family member may be inclined to give to a charity (see one of my favorite charities, PAWS Atlanta, above!). My parents enjoyed giving to charity, especially later in life. They sent checks to many charities. When they gave, they...
On November 28th Charlie Munger, the Vice Chairman of Berkshire Hathaway, and Warren Buffet’s right-hand man, died. By many counts, he’s considered one of the greatest investors of the all-time. What made him great? Here are just some of his thoughts…… “….One is the...
From deep-fried turkey to pumpkin pie, the holidays are a time to indulge. But a new category of weight loss drugs is designed to curb appetites and thereby prevent a multitude of health problems associated with obesity. At the same time, these drugs — sold under the...
It’s been a turbulent time around the world the last few weeks with Israel/Gaza conflict, Ukraine, labor strikes to name a few. But investment markets haven’t cared. The S&P 500 is up 3.66% for the last two weeks. Which is 19% (18.97 %to be exact.) of the S&P...
As we are a week away from Thanksgiving, we here at E2E wanted to wish you and yours the happiest of Thanksgivings! Since a big economic topic this year has been inflation, I thought I'd study the prices of frozen turkey's over the past few years. According to the...
One of the key areas we help our clients with is setting and achieving their retirement. Today I'd like to discuss this topic from a different perspective. Financial preparedness is key! If you'd like a second opinion on your retirement goal and retirement...
You may have seen/heard on the news that “the market went up/down….” What does “the market” mean in the US? Typically they are referring to either the Dow Jones Industrial Index (aka “the Dow Jones”) or the Standard & Poors 500 index (aka “S&P 500”). The key...
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