ONE-UP FINANCIAL BLOG

Oct 89 min read

Is Your Fiduciary Advisor Really a Fiduciary?

I find it sad and disheartening that after years and years of our industry attempting to weed out the commission-fueled hyenas...

Aug 266 min read

Are CDs Really Worth it?

With what looks like the first rate cut in years set to come this September, many investors are racing to lock in rates on CDs, some of...

Aug 910 min read

Financial Plan Example for Marty and Jennifer McFly

What do you think of when you hear the phrase "financial plan"? Is it something tangible, like a 60-page document with boring charts and...

Jul 98 min read

How to Maximize Asset Allocation and Diversification With Your Investments

When it comes to investment strategies, two key concepts often come up in client reviews: asset allocation and diversification. In those...

Jun 136 min read

Maximizing Retirement: How Long Will Your Savings Last?

Retirement is a milestone many of us look forward to—a time to enjoy the fruits of your labor and spend more time on the things that...

May 308 min read

How To Leave Grandkids Your Retirement Savings

Leaving a lasting legacy for the next generation is a common goal among investors in retirement. Considering the financial well-being of...

May 227 min read

Finding the Best Financial Advisor in Erie, PA: A Comprehensive Guide

Introduction Let's face it, managing your finances can be a daunting task. Whether you’re planning for retirement, saving for your...

May 97 min read

7 Passive Income Ideas to Boost Your Retirement

If you're done trading time for a paycheck and ready to start collective passive income in retirement, then this video is for you. Stick...

Mar 186 min read

How to Safely Spend More Money in Retirement

There are millions of articles, videos and podcasts out there covering topics related to saving and investing, yet very few that talk...

Feb 19 min read

Smart Strategies for Hiring a Financial Advisor: Find Your Perfect Match

Considering hiring a financial advisor to steer your investments and planning? It’s critical to choose someone in tune with your unique...

Jan 225 min read

Is Your Portfolio Ready for 2024? 6 Key Factors to Watch Out For

Transcript summarized below: 2023 was a banger year for the stock market, though many are concerned a recession is on the horizon. What...

Dec 11, 20236 min read

4 Tax Tips to Save Big Money in 2023

Not all "tax tips" are created equal. In fact, some are worth considerably more than others. 🤑 What you've likely heard about are what I...

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