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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 utilizes qualified Certified Public Accountants (CPA) and Enrolled Agents to deliver comprehensive bookkeeping, accounting, business consulting, and tax preparation services to our clients. In 2016, e3 Tax served over 2,000 individual and corporate clients.

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Helpful Content

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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