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...
top of page
The One
The one blog for your financial side.
New articles published weekly
Search
Mar 43 min read
Life Insurance as a Financial Planning Tool for Millennials
In the landscape of financial planning, the concept of life insurance often gets sidelined, tagged as a necessity for the next stage of...
0 comments
Feb 262 min read
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...
0 comments
Feb 192 min read
Annuities Unveiled: A Beginner's Guide to Understanding Lifetime Income Streams
Greetings to all finance enthusiasts and curious minds! As a U.S.-based finance and insurance specialist, I'm thrilled to present an...
0 comments
Feb 122 min read
Financing Long-Term Care: A Guide to Your Options
Navigating the realm of long-term care can be a journey filled with complexities and concerns. As an expert in finance and insurance, I'm...
0 comments
Feb 53 min read
Understanding Life Insurance: A Beginner's Guide to Its Importance and Functionality
Welcome to our guide on life insurance! In today's post, we're delving deep into the world of life insurance, exploring its fundamentals,...
0 comments
Jan 292 min read
Retirement Planning: Myths vs. Reality
Retirement planning is often shrouded in myths and misconceptions, which can lead to inadequate preparation and financial surprises down...
0 comments
Jan 222 min read
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...
0 comments
Jan 43 min read
Navigating Disability Insurance: Essential Guide for Self-Employed and Pre-Retirees
In the realm of financial planning, one often overlooked aspect is disability insurance. This guide aims to unravel its complexities,...
0 comments
Nov 27, 20233 min read
Secure Your Retirement: The Power of Strategic Social Security Planning
Discover why waiting to claim Social Security can significantly enhance your retirement benefits.
0 comments
Dec 9, 20213 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, 20212 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
Oct 19, 20211 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 13, 20212 min read
Who Will You Leave Your Wealth To?
Planning an inheritance can keep some people up at night. It’s important to move past any discomfort and to successfully organize an estate
Oct 1, 20212 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
Jul 22, 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.
0 comments
Jul 13, 20213 min read
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
0 comments
Apr 1, 20212 min read
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
0 comments
Mar 8, 20212 min read
4 Ways to generate Tax Free Retirement Income
Retirement is something that we can all look forward to. A time to enjoy the fruits of our labor, take up hobbies, spend time with children/
0 comments
Jan 11, 20203 min read
Insurance Needs for Empty Nesters and Retirees
Thinking about coverage as you enter a new life phase? Financial and insurance priorities change, adjusting to your new life stage.
0 comments
bottom of page