A Guide to Financial Planning for Small Business Owners
Managing a small business involves wearing many hats. In his book The E-Myth, Michael Gerber labels these hats: "technician, manager and...
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ONE-UP FINANCIAL BLOG
- Aug 15
- 5 min
Financial Planning Tips for a Smooth Divorce Process
Divorce is undoubtedly one of the most emotionally challenging life events anyone can experience. Beyond the emotional toll, it also...
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- Aug 8
- 1 min
T-Bills or the Stock Market?
An in-depth discussion on T-Bills and whether or not investors should consider allocating money to short-term treasuries instead of the...
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- Jul 11
- 5 min
Should You Invest in Cash or the Stock Market?
The debate over whether to invest in cash or the stock market didn't really exist a few years ago. Interest rates on investment grade,...
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- Jun 6
- 5 min
What Is ESG and Is It Worth Investing In?
You've likely come across the term "ESG investing" before but may be uncertain of exactly what it means. If you're in that camp, don't...
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- May 11
- 1 min
How to Beat Inflation in Retirement: Part 1
For those of you who missed my last post or prefer video, I discuss three offensive strategies to use in retirement to fight inflation.
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- May 1
- 8 min
How to Beat Inflation in Retirement
For the Federal Reserve, the weapon of choice in the fight against inflation has been an onslaught of rate hikes and a relentlessly...
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- Apr 19
- 4 min
Confessions of a Fiduciary: Case Studies of Real Investors
Transcript below: I've been an ongoing contributor to various news outlets for some time now and that's given me the opportunity to...
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- Mar 9
- 9 min
5 Ways to Optimize Your 401(k) in 2023
Sorry to be the bearer of bad news, but your 401(k) provider is not acting in your best interest! Instead, their fiduciary obligation is...
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- Feb 14
- 2 min
Revocable Trust: Is It Right For You?
Transcript summarized below: Revocable Trusts Often called a living trust, a revocable trust is an estate planning tool that allows the...
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