ONE-UP FINANCIAL BLOG

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

How Wealthy Investors Can Prepare For an IRS Audit

Back on September 8th, the IRS announced plans to hire an additional 3,700 tax agents in an attempt to, in their words, "restore fairness...

GET YOUR RETIREMENT ASSESSMENT

Want to know if you're on track for retirement? Interested in saving money on taxes and enhancing your investment strategy?