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The One
The one blog for your financial side.
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Life Insurance as an Asset Class: A Powerful Tool for Financial Planning
One powerful, often overlooked tool in wealth-building and preservation is life insurance.
Feb 64 min read
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A Fresh Start: How to Get Your Financial House in Order This New Year
January is a month of fresh beginnings. Tt’s the perfect time to take a closer look at your financial well-being.
Dec 31, 20244 min read
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Mutual Funds vs. ETFs: Which Is Right for You?
When it comes to investing, the choice between mutual funds and exchange-traded funds (ETFs) can significantly impact your investment...
Mar 20, 20243 min read
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Social Security Strategies for Couples: Maximizing Your Benefits Together
For many couples, Social Security benefits form the backbone of their retirement income. Understanding how to optimize these benefits can...
Mar 18, 20243 min read
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Investment 101: A Beginner's Guide to Entering the World of Investing
Hello, future investors! As an American finance and insurance expert, I'm thrilled to guide you through the exciting journey of...
Feb 26, 20242 min read
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Smart Savings Strategies for Every Life Stage
Saving money is a journey that evolves with every stage of life. From the first paycheck to planning for retirement, each phase brings...
Jan 22, 20242 min read
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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
Dec 9, 20214 min read


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
Dec 9, 20213 min read


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
Dec 9, 20212 min read


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
Oct 19, 20211 min read


2021 Limits for IRAs, 401(k)s and More
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t b
Oct 1, 20212 min read


Procrastinating? Debunking our Top 12 Retirement Planning Excuses
After 18 years of business, we’ve heard it all. If you’ve been putting off retirement contributions or ignoring financial responsibilities.
Jul 22, 20212 min read
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New Job? How to Make the Most of It
So, you landed a new job, congratulations! Here are some simple and actionable tips that will help you make the most of your new opportunity
Jul 13, 20213 min read
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Why Procrastinating Can Ruin Your Golden Years
Procrastination is the act of intentionally delaying something due to an unwillingness to exude effort. It can ruin your golden years
Apr 1, 20212 min read
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A Beginner's Guide to Budgeting - Getting Started
A guide to creating your financial budget including tips and tricks to be better with handling your money.
Jan 11, 20213 min read
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End-of-the-Year Money Moves
It's the end of the year, here are some money moves some are taking! Remember to consult with a financial professional before implementation
Nov 30, 20203 min read
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The Major Retirement Planning Mistakes
Huge blunders can come to light while trying to enjoy your golden years down the road. It's important to have a solid retirement plan.
Dec 23, 20193 min read
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Creating a Retirement Strategy
Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called...
Dec 23, 20193 min read
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