The One

The one blog for your financial side.

New articles published weekly

Year End Financial To-Do List

What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investi

End-of-the-Year Money Moves

For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you

2022 Contribution Limits

Preparing for retirement just got a little more financial wiggle room. If these increases apply to your retirement strategy, a financial pro

YOUR YEAR-END FINANCIAL CHECKLIST

7 aspects of your financial life to review as 2021 draws to a close. Examining Investments, Retirement, Taxes, Gifting, Insurance, and more

5 of the Biggest Estate Planning Mistakes

We all want to do what’s best for our loved ones. Part of that includes diligently planning our estates to make our passing as easy for them

Taking Care of Loved Ones with a Trust

We have to come to terms with the idea we will someday leave our loved ones behind. We are powerless to that fact of life. We do have the po

The Best Time to Form a Trust

The benefits provided by a trust can be important to your family in the difficult time that will follow your passing or an event which left

Do all businesses need key man insurance?

Since the beginning of time, businesses and business owners have been seeking to shield themselves from unnecessary risk. One risk that even

Do Kids Need Life Insurance? 3 reasons they might

Insuring your child is a great way to protect them for the rest of their life. You can provide their loved ones with a safety net even if yo

Warehouse Stores are an American Icon, but are They Actually Cheaper

With the rise of 2 liters, big SUVs, and everything else large and in charge; warehouse stores were bound to be a hit in America. With bulk

4 Times in Life we have to Reevaluate our Life Insurance Coverage

It's important to consistently reevaluate our needs, especially the need to protect our family.

Is the Backdoor IRA Going Away?

2021 might be the final year to take advantage of this strategy. It's a strategy used to help high income earners take advantage of the Roth