e3 Wealth manages over $500 million in assets and provides a family office model to individuals, families and business owners at all levels of net worth. e3 Tax boasts a staff of 18 including six Certified Public Accountants and three Enrolled Agents and serves over 2,000 individual and corporate clients.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For some, the social impact of investing is just as important as the return, perhaps more important.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Five creative (and inexpensive) ideas for motivating your employees.
Tips on insuring your teen driver.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There’s an alarming difference between perception and reality for current and future retirees.