FROM THE DESK OF ANDRÉS

Articles

AI may be overhyped, yet bigger than you think

AI may be overhyped, yet bigger than you think

Excitement over the transformative potential of AI remains sky high, as does investment in the technology. Tech giants Amazon, Alphabet, Meta and Microsoft are expected to collectively spend $500 billion over the next three years in a race for dominance. The...

read more
The retirement equation. Is it adding up for you?

The retirement equation. Is it adding up for you?

Planning for retirement can be overwhelming. There are factors that are out of your control, such as market returns and regulatory reforms. There are factors over which you have some control, including longevity due to how you manage your health and how long you work....

read more
2024 another banner year for US Stocks…what? me worried?

2024 another banner year for US Stocks…what? me worried?

For the second straight year, US stock markets (based on S&P 500) was up and was the leading major stock market worldwide. All key segments (see the Callan Periodic Table of Investment Returns) returns were positive for 2024 with US bonds in last place. 2024 Key...

read more
Start 2025 with a BANG!

Start 2025 with a BANG!

We want you to have the BEST start to 2025! Here are the three key financial steps to help you start 2025 as your best year ever: Review your 401k plan contributions. Are you maximizing your retirement nest egg? Review your tax withholdings. Are you in line to not...

read more
A Holiday Thank You from All of Us Here at E2E!

A Holiday Thank You from All of Us Here at E2E!

We appreciate your support throughout 2024. Your trust and partnership mean a lot to us, and we are grateful to have you as part of our E2E Financial family. We wish you and your loved ones all the best this season and in the New Year! As a special thank you, we've...

read more
AI may be overhyped, yet bigger than you think

AI may be overhyped, yet bigger than you think

Excitement over the transformative potential of AI remains sky high, as does investment in the technology. Tech giants Amazon, Alphabet, Meta and Microsoft are expected to collectively spend $500 billion over the next three years in a race for dominance. The...

read more
Supporting Charities Wisely This Holiday Season

Supporting Charities Wisely This Holiday Season

The holiday season is here, and it's a time when many of us, or our loved ones, feel inspired to give to charity. One of my favorite charities is PAWS Atlanta (check them out above!). Giving back has always been important to my family, especially to my parents later...

read more
Become a turkey chef hero…Happy Thanksgiving from E2E!

Become a turkey chef hero…Happy Thanksgiving from E2E!

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. 2024...

read more
U.S. public debt: Where is the breaking point?

U.S. public debt: Where is the breaking point?

The U.S. public debt just hit a jaw-dropping $35 trillion — that’s 120% of GDP. Yikes. So, the big question: How much is too much, and what does it mean for your money? According to Capital Group, “High debt levels don’t necessarily mean an imminent crisis, but they...

read more

Tax Ideas

The GREATEST Tax Benefit Available! If You Qualify… 😉

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...

read more
Tax Rates Set to Expire. Are YOU Ready?

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:...

read more
Donor-Advised Fund

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.

read more

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

ARE YOU READY TO TAKE YOUR GOALS TO THE NEXT LEVEL?