FROM THE DESK OF ANDRÉS
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![Retirement: Time to Contemplate…](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2024/07/Retirement-Time-to-Contemplate-1052x675.jpg?lossy=0&strip=1&webp=1)
Retirement: Time to Contemplate…
I was on vacation at the beginning of June in New England at my college reunion and visiting Maine. Highly recommend New England in June. Great weather and not too hot. If you’re traveling to Boston and looking for recommendations, be sure to reach out! 😊 As I was on...
![Economic Outlook: U.S. Powers Global Growth](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2024/07/us-econ-powers-global-growth-1080x675.jpg?lossy=0&strip=1&webp=1)
Economic Outlook: U.S. Powers Global Growth
The United States, flexing its muscles as the world’s largest economy, is once again serving the critical role of global growth engine. As Europe and China struggle with weak economic activity, the U.S., India and, to a lesser extent, Japan are showing signs of...
![Happy Independence Day!](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2024/07/4thofjuly2022-1080x675.jpg?lossy=0&strip=1&webp=1)
Happy Independence Day!
In observance of Independence Day, our office will be closed on Thursday, July 4th. We hope you have a safe and happy 4th of July!
![Money Saving Tips from E2E!](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2024/07/Money-Saving-Tips-from-E2E-1080x675.jpg?lossy=0&strip=1&webp=1)
Money Saving Tips from E2E!
Knowing that Amazon’s Prime Day(s) starts Tuesday, July 16th and runs through Wednesday the 17th, I’d thought we’d give you some money saving ideas that we use. Use Rakuten to get money back on your purchases. To date, I have gotten over $1,400 back from purchases....
![Do You Know What You Are Retiring To?](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2024/06/fostering-retirement-well-being-1015x675.jpg?lossy=0&strip=1&webp=1)
Do You Know What You Are Retiring To?
Today I am discussing the topic of retirement (or your next step) from a less financial perspective and more focused on your well-being. As a Wall Street Journal article title put it “Your 401(k) Isn’t Enough: To Invest for Retirement, Build Friendships and Hobbies”....
![Is The Fed Confident It Can Cut Rates This Year?](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2024/06/Is-The-Fed-Confident-It-Can-Cut-Rates-This-Year-1080x675.jpg?lossy=0&strip=1&webp=1)
Is The Fed Confident It Can Cut Rates This Year?
From our friends at JP Morgan… As widely anticipated, the Federal Open Market Committee (FOMC) voted to leave the Federal funds rate unchanged at a target range of 5.25%-5.50% at its June meeting. The statement was largely unchanged though it did acknowledge that...
![Paying Dividends is Getting Cool. Tech is Joining In.](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2024/06/global-dividents-1080x675.jpg?lossy=0&strip=1&webp=1)
Paying Dividends is Getting Cool. Tech is Joining In.
Dividends are starting to increase, and are being added by public companies who previously didn’t pay dividends. It's no longer uncool and a sign of a company's growth slow-down to pay dividends. Meta (Facebook) and Alphabet (Google) have joined in. Our partners at...
![Don’t Make This Investment Mistake](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2024/06/impact-out-of-market-1080x675.jpg?lossy=0&strip=1&webp=1)
Don’t Make This Investment Mistake
So far, 2024 has been a good investment market for stocks. All major stock indexes are all up (see your JPM Market recap below). Considering the volatility we’ve seen during and after COVID times, not to mention what’s in store for a presidential election year, it is...
![The Health Care Breakthrough That’s Not an Obesity Drug](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2024/05/The-Health-Care-Breakthrough-Thats-Not-an-Obesity-Drug-1080x675.jpg?lossy=0&strip=1&webp=1)
The Health Care Breakthrough That’s Not an Obesity Drug
You’ve heard of computer hacking, now meet gene hacking. In an age of remarkable health care innovation, scientists are manipulating human DNA to find new ways to treat diseases. Hear from our partners at Capital Group about this health care investment opportunity not...
![Is Investing in Asia About More Than Just China?](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2024/05/asian-markets-1080x675.jpg?lossy=0&strip=1&webp=1)
Is Investing in Asia About More Than Just China?
We at E2E Financial are big proponents of a diversified investment portfolio which includes worldwide investing both by global (many times US based) companies and companies based outside the US. Today, we bring you great insight from our partners at JP Morgan and...
Tax Ideas
![The GREATEST Tax Benefit Available! If You Qualify… 😉](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2024/02/tax-benefit-1080x675.jpg?lossy=0&strip=1&webp=1)
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!](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2024/02/retirement-account-1080x675.jpg?lossy=0&strip=1&webp=1)
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?](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2023/12/tax-rates-1080x675.jpg?lossy=0&strip=1&webp=1)
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](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2020/09/E2E-QCD-qualified-charitable-distributions-1-1080x615.jpg?lossy=0&strip=1&webp=1)
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](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2020/09/E2E-Donor-Advised-Fund.jpg?lossy=0&strip=1&webp=1)
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.
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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
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