Given the need for more electricity worldwide in our more and more connected lives, I’ve always thought about why nuclear power has not made a comeback. Yes, there have been accidents but overall, it is considered some of the most efficient and clean sources of...

Federal and state tax returns are due today. Except if you live in Massachusetts or Maine. Happy Patriots’ Day to you in MA & ME! You have until 4/17 to file. Yes, you can file an extension, but your taxes are to be paid by today. Be sure to thank your CPA for all...

It is no longer news that artificial intelligence (AI) is reshaping the business landscape. Let’s review a specific example beyond the typical as described by Capital Group’s Equity Portfolio Manager: Mark Casey. “Artificial intelligence has captured the imaginations...

US large cap stocks (S&P 500) led a great 1st quarter for stocks returning +10.6%. S&P 500 was tops among all asset classes. (see graphic above) There is a great hesitation that with increasing returns, the bottom will fall out of stocks soon. This is...

We have been helping people plan for retirement for over 20 years. Being financially set is our focus. What you may not know is we also spend time helping our clients be prepared for a life in retirement. It is important to know what you are retiring to, not just what...

Have you noticed that service has gotten a bit slow (if non-existent) and finding people to hire more difficult? It’s a world problem. This week we have Capital Group’s economist Jared Franz discussing this key topic of population decline. Below is a summary. For the...

As we have discussed in a previous issue of E2E’s weekly newsletter, the current low income and capital tax rates are set to expire on December 31, 2025. Given the significant increase in the US deficit, the general consensus is that the tax rates will go up January...

One of the main goals we are asked to calculate for our financial coaching clients is: “How much do I need to save to be able to retire comfortably?” This calculation has many moving parts but I thought today we could give you this chart with some general rules of...