Financial Planning

ONE-UP FINANCIAL BLOG

12 Potential Tax Changes Investors Should Know in 2021

SUMMARY OF TRANSCRIPT BELOW: House Democrats recently released their American Families Plan which includes major proposed changes to the...

Is it Better to Buy or Lease a Car in Retirement?

SUMMARY OF TRANSCRIPT BELOW: With a chip shortage running rampant across the country, new and used cars are seeing an unwelcome surge in...

5 Questions to Ask Your Financial Advisor in 2021

Breaking News: The world was shocked to see riots on Capitol Hill many believe were incited by President Trump who later fended off a...

How the Coming Social Security Changes May Impact Your Income and Retirement

A breakdown of the changes coming to social security in 2021 and how your income and retirement may be affected.

3 Retirement Myths Every Investor Should Know

I remember it like it was yesterday. It was a rainy, Saturday evening as I sat patiently in the back seat of my Mom's car eagerly...

A Retiree's Guide to the CARES Act: What You Need to Know

Have you been in line at a Target or Walmart and stopped midway through to look around in shock and awe at the reality we're currently...

You Sold Your Business...Now What?

Earlier this week I was reading a post from Ben Carlson, CFA and head of Institutional Investments at a large Registered Investment...

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