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The One
The one blog for your financial side.
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A Fresh Start: How to Get Your Financial House in Order This New Year
January is a month of fresh beginnings. Tt’s the perfect time to take a closer look at your financial well-being.
Dec 31, 20244 min read
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Social Security Strategies for Couples: Maximizing Your Benefits Together
For many couples, Social Security benefits form the backbone of their retirement income. Understanding how to optimize these benefits can...
Mar 18, 20243 min read
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Life Insurance as a Financial Planning Tool for Millennials
In the landscape of financial planning, the concept of life insurance often gets sidelined, tagged as a necessity for the next stage of...
Mar 4, 20243 min read
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Investment 101: A Beginner's Guide to Entering the World of Investing
Hello, future investors! As an American finance and insurance expert, I'm thrilled to guide you through the exciting journey of...
Feb 26, 20242 min read
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Annuities Unveiled: A Beginner's Guide to Understanding Lifetime Income Streams
Greetings to all finance enthusiasts and curious minds! As a U.S.-based finance and insurance specialist, I'm thrilled to present an...
Feb 19, 20242 min read
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Financing Long-Term Care: A Guide to Your Options
Navigating the realm of long-term care can be a journey filled with complexities and concerns. As an expert in finance and insurance, I'm...
Feb 12, 20242 min read
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Understanding Life Insurance: A Beginner's Guide to Its Importance and Functionality
Welcome to our guide on life insurance! In today's post, we're delving deep into the world of life insurance, exploring its fundamentals,...
Feb 5, 20243 min read
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Retirement Planning: Myths vs. Reality
Retirement planning is often shrouded in myths and misconceptions, which can lead to inadequate preparation and financial surprises down...
Jan 29, 20242 min read
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Smart Savings Strategies for Every Life Stage
Saving money is a journey that evolves with every stage of life. From the first paycheck to planning for retirement, each phase brings...
Jan 22, 20242 min read
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Navigating Disability Insurance: Essential Guide for Self-Employed and Pre-Retirees
In the realm of financial planning, one often overlooked aspect is disability insurance. This guide aims to unravel its complexities,...
Jan 4, 20243 min read
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Secure Your Retirement: The Power of Strategic Social Security Planning
Discover why waiting to claim Social Security can significantly enhance your retirement benefits.
Nov 27, 20233 min read
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End-of-the-Year Money Moves
For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you
Dec 9, 20213 min read

2022 Contribution Limits
Preparing for retirement just got a little more financial wiggle room. If these increases apply to your retirement strategy, a financial pro
Dec 9, 20212 min read


Is the Backdoor IRA Going Away?
2021 might be the final year to take advantage of this strategy. It's a strategy used to help high income earners take advantage of the Roth
Oct 19, 20211 min read


Who Will You Leave Your Wealth To?
Planning an inheritance can keep some people up at night. It’s important to move past any discomfort and to successfully organize an estate
Oct 13, 20212 min read


2021 Limits for IRAs, 401(k)s and More
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t b
Oct 1, 20212 min read

Procrastinating? Debunking our Top 12 Retirement Planning Excuses
After 18 years of business, we’ve heard it all. If you’ve been putting off retirement contributions or ignoring financial responsibilities.
Jul 22, 20212 min read
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New Job? How to Make the Most of It
So, you landed a new job, congratulations! Here are some simple and actionable tips that will help you make the most of your new opportunity
Jul 13, 20213 min read
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Why Procrastinating Can Ruin Your Golden Years
Procrastination is the act of intentionally delaying something due to an unwillingness to exude effort. It can ruin your golden years
Apr 1, 20212 min read
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4 Ways to generate Tax Free Retirement Income
Retirement is something that we can all look forward to. A time to enjoy the fruits of our labor, take up hobbies, spend time with children/
Mar 8, 20212 min read
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