FROM THE DESK OF ANDRÉS
Articles
Thinking About Retirement? Remember PUSH
We have been helping people plan for retirement for over 20 years. Being financially set is our focus. What you may not know is we also spend time helping our clients be prepared for a life in retirement. It is important to know what you are retiring to, not just what...
It’s Tax Season! Time to Rethink Roths, IRAs, 401ks & Conversions
As we have discussed in a previous issue of E2E’s weekly newsletter, the current low income and capital tax rates are set to expire on December 31, 2025. Given the significant increase in the US deficit, the general consensus is that the tax rates will go up January...
World Conflicts Always Reasons Not to Invest, but Markets Have Been Resilient
The events going on around the world like the Israel/Palestine conflict and the Russian invasion of Ukraine may cause you pause to invest. It is important to know that in my 30+ years in the business, there have always been reasons not to invest. But actual previous...
Starting to Invest for Retirement? Here’s What You Need to Be Saving…
One of the main goals we are asked to calculate for our financial coaching clients is: “How much do I need to save to be able to retire comfortably?” This calculation has many moving parts but I thought today we could give you this chart with some general rules of...
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...
Even with Geopolitical Risk and a Resilient Economy, Inflation Should Stay on the Decrease
This week, some thoughts from our partners at JP Morgan….. Inflation is often feared to be a self-fulfilling prophecy, as consumers and businesses that expect higher prices may inadvertently fuel inflationary pressures themselves. For example, consumers may ask for a...
Politics Don’t Matter Much for Investors
Political news is sure to dominate the headlines in 2024. More than half of the world’s population is heading to the polls, from Taiwan to South Africa. And with debates raging over immigration, international policy and social issues, the U.S. presidential election is...
Magnificent Seven Stocks: What do You Need to believe?
“The Magnificent Seven stocks — Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla — now sport a market cap of around $12 trillion. Looking further into the market, the sales and profitability of the next $12 trillion in market cap are represented by 42...
Are You Tempted by Higher Interest Rates on Banks Accounts? It Might Come at a Cost…
If you are tempted by the higher interest rates on bank products, read this from our partners at JP Morgan….. “Investors tempted by higher cash rates should remember that re-investment risk is elevated, and holding too much cash can come at a cost. Over the past two...
Tax Ideas
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!
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GA Dental Association Convention & Expo
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401k Plan Monitoring: Why and What to Do
E2E Financial and Capital Group – Investing During an Election Year
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E2E Financial: Working with Dentists: 3 Key Points
E2E Financial: Partnering With Your CPA
E2E Financial What Makes Us Different
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