FROM THE DESK OF ANDRÉS
As the new year approaches, our thoughts often turn to where we are and where we’re going. New year, new goals. Check out Andrés chatting about some possible business and personal goals to consider for 2023.
Happy Cyber Monday! Here are two of our favorite places to find deals: Rakuten and Brad’s Deals .
I have been cooking the Thanksgiving turkey for the good part of twenty plus years. Even when Thanksgiving is not at my house: I still bring the turkey!
According to a US Senate report , incidents of fraud and scams are growing on the peer to peer (P2P) payment service Zelle . Large banks partly own Zelle and have been reluctant to reimburse defrauded customers.
Happy Halloween! October has given you an investment treat. Although markets were slightly down today, all stock indexes were up for the month of October with the S&P 500 being up 8%.
This past Friday, the IRS released the new 2023 retirement contribution limits .
In a year when soaring inflation, the war in Ukraine and a bear market have commanded headlines, the U.S. midterm elections risked becoming an afterthought.
We are less than 2 months for the end of 2022. It’s important to do some planning now.
The third quarter of 2022 saw financial assets continue their year-to-date decline, as positive stock-bond correlations and a pullback in commodity prices delivered negative returns…
It’s been a tough year for investment markets. The S&P 500 is down -21.61% year to date. You wouldn’t be human if you didn’t fear loss.
The Pension Protection Act of 2006 first allowed taxpayers age 70½ and older to make tax-free charitable donations directly from their IRAs.
A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time.
See You at the University of Alabama at Birmingham Vendor Fair!
See You at the Hinman!
Thank you, Hinman!
Dental Post Survey Review
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