FROM THE DESK OF ANDRÉS
Articles
Better Serving you in 2026
We’re excited to share an important milestone with you. Over the past several months, we’ve been working behind the scenes to ensure we can continue delivering the same high-level service you expect, while finding new ways to improve and grow. As part of that...
Start 2026 off Strong
We want you to have a great start to 2026! Here are 3 key financial steps to help make 2026 your most successful year yet: Review your 401(k) plan contributions. Are you maximizing your retirement nest egg? Review your tax withholdings. Are you in line to not pay...
Read This Before You Donate
The holiday season is in full swing and with that comes floods of donation requests. It's important to understand which ones actually spend their funds the way they advertise. To take the guesswork out of it websites like charitywatch.org and give.org are great ways...
High Electric Bill this Month?
Have you noticed your electricity bill was extremely high this month? Well it's not JUST those holiday decorations contributing to that. According to recent insights from J.P. Morgan, AI data centers can be the one to blame for the sudden spike. Despite being a small...
Make 2026 your most successful year yet
As the year wraps up, now is a great time to look ahead. The steps you take today can help set you up for a stronger, more organized financial start in 2026. To make the process simple, we put together a quick checklist based on our 2026 Financial Success Tracker...
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....
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



