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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Military families face unique challenges, making personal finance even more critical.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
It's important to understand the pros and cons when considering a prepaid debit card.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Even low inflation rates can pose a threat to investment returns.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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.