top of page

The One
The one blog for your financial side.
New articles published weekly
Search


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


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 25, 20212 min read


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
Nov 18, 20213 min read


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
Nov 11, 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


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 13, 20212 min read


Managing Money as a Couple- Growing wealthy together
40% of younger couples described having weekly arguments about their finances. When marrying we go through many changes in addition to...
Apr 28, 20214 min read
0 comments


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?
Apr 1, 20212 min read
0 comments


Student Loan Payment Pause extended
The payment pause on federal student loans has been extended until September 2021 providing.....
Feb 18, 20212 min read
0 comments


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...
Feb 18, 20213 min read
0 comments


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
0 comments


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
0 comments
bottom of page