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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...
Oct 1, 20214 min read
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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...
Sep 10, 20216 min read
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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.
Oct 29, 20206 min read
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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...
Aug 6, 20207 min read
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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...
Apr 1, 20205 min read
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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...
Sep 1, 20193 min read
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