Terry Taylor-Senior Partner at e3 Wealth

10/22/2025

This article is a great reminder that a successful retirement isn’t just about saving—it’s about anticipating the unexpected. Building flexibility into your plan can make all the difference when life doesn’t go according to script. E3 Wealth

How nest eggs shrink and ways to help preserve yours.

10/18/2025

Want to pay less in taxes? 💡

Our latest resource — the 2025 Guide to Reducing Your Federal Income Tax Liability Through Strategic Investments — breaks down smart, legal strategies to help business owners and high-income earners maximize deductions and minimize taxes under the new law.

Inside, you’ll discover insights on:

Bonus depreciation opportunities
Real estate structuring and cost segregation
Oil & gas deductions
Roth IRA conversion strategies
Charitable giving tools
Family income shifting

It’s practical, strategic, and built to help you think differently about your money.

📘 Get your free copy here: https://e3wealth.lpages.co/reducing-tax-liability/
Or drop a comment and we’ll send it directly to you.

10/08/2025

A common concern/comment I hear from clients approaching (or already in) retirement is, “saving for retirement was the easy part, how do I spend these dollars wisely so I don’t run out of money before I run out of time?”

Having an income plan and knowing how to manage these challenges is crucial!

Savvy ways to help make your savings go further.

09/16/2025

Market highs often trigger fear because our emotions remember crashes more vividly than steady gains. Behavioral finance reminds us the biggest challenge isn’t timing the market — it’s managing our reactions. That’s why diversification and discipline are often the real drivers of long-term success.

When the market is on the rise, it's completely normal to feel a bit hesitant. Our instincts often urge us to be cautious, mainly because our brains tend to remember past downturns more clearly than the good times. By understanding this natural psychological tendency, you can make more informed and....

09/09/2025

https://www.linkedin.com/posts/e3-wealth_why-too-expensive-is-not-always-true-activity-7371226259533520896-Pv8U?utm_medium=ios_app&rcm=ACoAABMOI4MBn6zhYLEHZ-w_gsA6Ep0zLrtUqKA&utm_source=social_share_send&utm_campaign=copy_link

When the market hits a high point, it's common for many investors to feel a bit uneasy, thinking it might be too pricey and risky. But if we look at historical data, we often see a different picture. It's really helpful to dive into the psychology behind this hesitation. By understanding these patte...

09/15/2022

A nearly 20% plunge.

08/31/2021

03/06/2021

View the total value of the assets of all Federal Reserve Banks as reported in the weekly balance sheet.

02/23/2021

Wow!!