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
The One
The one blog for your financial side.
New articles published weekly
Search
- Dec 9, 2021
- 2 min
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
- Nov 25, 2021
- 2 min
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
- Nov 11, 2021
- 2 min
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
- Oct 19, 2021
- 1 min
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, 2021
- 2 min
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, 2021
- 2 min
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 13, 2021
- 3 min
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
- May 5, 2021
- 1 min
How much did estate settlement costs take from Elvis’ Estate?
Elvis' estate was subjected to taxes and fees after his untimely death. What was left?
- Apr 14, 2021
- 2 min
Home Equity’s Effect on College Financial Aid
College is incredibly expensive. taking advantage of financial aid and planning strategies can be crucial for your children or grandchildren
- Apr 1, 2021
- 2 min
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, 2021
- 2 min
You May Have an Easter Account and Not Know It
Many of our older readers may have had a Christmas Club Account at the bank. Most have never heard of an Easter account though. What is it?
- Mar 8, 2021
- 2 min
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/
- Feb 18, 2021
- 3 min
The 7 Real Issues with Financial Entertainers
The world seems to be increasingly difficult to navigate in this information age. The internet is a wonderful tool, but the probability...
- Jan 11, 2021
- 3 min
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.
- Nov 30, 2020
- 3 min
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
- Jan 21, 2020
- 3 min
The SECURE Act is changing retirement — here are the most important things to know
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to...