FROM THE DESK OF ANDRÉS
Articles
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...
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...
U.S. economy remains a cornerstone of global growth: your portfolio ready?
Hope you had a great Thanksgiving weekend! From The Capital Group…. As inflation eases and central banks around the world cut interest rates, the outlook for the global economy remains decidedly mixed heading into the new year. Much like the past few years, the United...
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...
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...
Big News from The Fed: What It Means for You
The FOMC (aka The Fed) just lowered interest rates a second time by 0.25%. This clearly signals that the Fed is on an easing path and done with rate hikes of 2023. What does that mean for your investment portfolios? According to Capital Group, their investment team...
The NEW 2025 Retirement Plan Contribution Limits! KEY Updates Inside
The IRS has just released the NEW 2025 retirement contribution limits. We’ve outlined some of what’s new for 2025 and what these changes could mean for your retirement outlook. We will be publishing a user friendly FULL 2025 tax numbers document soon. Be sure to keep...
Are You Prepared for the Election’s Market Impact?
With the presidential election quickly approaching, we understand this may be a stressful time. From ballot counts to legal challenges, Election Day is likely just the beginning. As John Emerson, Vice Chair of Capital Group, notes: “There’s a good chance we won’t know...
The Next Big Wave in Health Care
As we close out 2024, one of the most exciting trends shaping the future across multiple industries is the rise of innovation. From health care to technology, these advancements are transforming sectors and creating substantial growth potential. "We are in the early...
Minivans and long-term investing…
I happened to be reading one of my favorite columnists this weekend: Dan Neil. Dan writes the Rumble Seat column for the Wall Street Journal. This weekend Dan wrote a follow up to his 2018 Honda Odyssey review, writing about the soon-to-be-released VW ID.Buzz an...
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