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.
Learn more about our purpose:
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Bonds may outperform stocks one year only to have stocks rebound the next.
Here's a breakdown of how the federal government spends your tax money.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What are your options for investing in emerging markets?
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you explored all of your choices when it comes to managing your taxable income?