e3 Wealth oversees $500+ million in assets and provides a family office model to individuals, families and business owners at all levels of net worth. e3 Tax provides comprehensive bookkeeping, accounting, business consulting and tax preparation services to our clients with our qualified Certified Public Accountants (CPA) and Enrolled Agents. In 2016, e3 Tax served over 2,000 individual and corporate clients.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It's easy to let investments accumulate like old receipts in a junk drawer.
The decision whether to buy or rent a home may have long-term implications.
There are three things to consider before dipping into retirement savings to pay for college.