FROM THE DESK OF ANDRÉS
Articles
Not Thinking About Social Security Yet? Someone You Know Is.
Social Security may feel far away, or maybe you’re just starting to think about it. Either way, the choices you make today can shape what your future benefits look like. Even if you’re not planning to collect anytime soon, the people around you might be, which makes...
Is your Turkey Defrosting?
Greetings! Is your turkey still in the freezer? If so, now is probably a good time to take it out. But if you’re staring at a solid block of ice, don’t panic. Alton Brown just dropped a new turkey recipe and it’s actually OKAY if the turkey is still frozen. You can...
What’s holding back your collections?
Last weekend the E2E Team gathered in Atlanta to spend time together growing and planning as we head into 2026. While we were there it reminded us of the most important lesson we emphasize to our coaching clients: Your team and your collections go hand in hand. In our...
Made in America is making a comeback
As we navigate today’s ever-changing market, staying informed on major economic trends is essential. Here's what Capital Group recently shared about the resurgence of U.S. manufacturing and what this shift could mean for investors: “Made in America” has been a...
Become a turkey chef hero
As we approach Thanksgiving, everyone here at E2E wanted to take a moment to wish you and your loved ones a joyful and delicious holiday! This year, inflation continues to be a key economic topic, so I decided to explore the cost of frozen turkeys over the years....
Are we in an AI bubble?
The surge in artificial-intelligence investment may have been somewhat foreseeable but what lies ahead remains tricky. Is this a genuine boom, or are we edging toward a bubble? Chris Buchbinder from the Capital Group shares his thoughts. "In the past few weeks, I have...
Investing in Unstoppable Trends
In an era of rapid technological evolution and shifting consumer behaviors, investing long term has never been more important. Capital Group's portfolio manager Mark Casey reflects on the notion of “unstoppable” industry trends. "Early in my career as an equity...
With the S&P 500 Index near record highs, dominance for the Magnificent Seven (“Mag 7”) group of stocks over?
With the S&P 500 Index near record highs, have we moved past peak dominance for the Magnificent Seven ("Mag 7") group of stocks? It appears so, and it represents a healthy move away from the extreme concentration that raised concerns about risks to investor...
5 forces could stimulate the U.S. economy
The U.S. economy has demonstrated surprising resilience in the six months since President Trump unveiled a long list of tariffs against virtually every trading partner. In the aftermath of “Liberation Day,” fears of an imminent recession have eased as investors have...
Are you paying yourself the right way?
As a practice owner, your income really comes from two places: distributions from your business and the W2 income you pay yourself through payroll. To figure out what your gross W2 should be, start by asking three key questions: 1. How much do you need for living...
Tax Ideas
The GREATEST Tax Benefit Available! If You Qualify… 😉
A health savings account (HSA) may be the best tax-beneficial tool you can use. Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it! Tax advantages include: Tax-free or tax-deductible contributions Tax-deferred earnings in...
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...
Tax Rates Set to Expire. Are YOU Ready?
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:...
Charitable Contributions from IRAs
The Pension Protection Act of 2006 first allowed taxpayers age 70½ and older to make tax-free charitable donations directly from their IRAs.
Donor-Advised Fund
A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time.
Videos
See You at the University of Alabama at Birmingham Vendor Fair!
See You at the Hinman!
Thank you, Hinman!
Dental Post Survey Review
Happy 2022!
Year End Planning
First Step Toward Success
3 Steps New Dentists Can Take
GA Dental Association Convention & Expo
Life in a Box
401k Plan Monitoring: Why and What to Do
E2E Financial and Capital Group – Investing During an Election Year
3 Key Questions to Ask About Your 401k
E2E Financial: Working with Dentists: 3 Key Points
E2E Financial: Partnering With Your CPA
E2E Financial What Makes Us Different



