An organized financial life is worth the effort. It can help provide clarity and give peace of mind. But where to start?
Your Year in Finances: 12 Tasks to Keep Your Personal Finances Organized
By One Advisory Partners on February 19, 2019
New Year’s Resolutions: 6 Steps Toward Financial Well-Being
By One Advisory Partners on January 3, 2019
It’s a new year, and that means new resolutions. Like many people, you may have made financial well-being one of your resolutions for 2019, but how do you go about achieving it? In this article, we’ve included six easy-to-implement steps to help increase your financial health and meet 2020 with confidence.
Social Security 101: What You Should Know About Your Benefits
By One Advisory Partners on November 30, 2018
Social Security can be pretty complex, and even basic questions can feel overwhelming. We wrote this article to help answer some of the most common questions about the program. Please feel free to share it with any family or friends who may be wondering about the what and the when of their benefits.
How to Catch Up When You’re Behind on Saving for Retirement
By One Advisory Partners on October 31, 2018
If you’re worried that you haven’t saved enough for retirement, then you’re not alone. Nearly half of American families have no retirement savings to speak of. It really is easy to get sidetracked. The immediate needs of raising a family may seem to take precedence over funding a future retirement. However, that retirement will come sooner than you think.
If you’re behind on your savings, here are six steps to help catch up.
What You Should Do During Medicare’s Open Enrollment
By One Advisory Partners on October 1, 2018
Medicare’s open enrollment begins this month, and if you are already receiving Medicare, now is an ideal time to review your coverage. Even if you plan to keep the coverage you have, you should make sure you take a look at your plans’ changes for 2019, such as price increases for prescription drugs. By taking a little time now to review your options, you may be able to get a better deal, can help prevent expensive surprises later, and can feel confident that you have the right coverage—at least, until next year’s open enrollment.
Making an Estate Plan? Don’t Forget Your Digital Assets
By One Advisory Partners on September 10, 2018
The digital revolution has enriched our lives in many ways. We can stay in more frequent contact with family across the country, meet new friends around the world, enjoy the convenience of online banking, and buy practically anything we need without leaving the home.
Social Security for Divorcees
By One Advisory Partners on August 9, 2018
Many people are aware that married couples can receive Social Security based on their spouse’s work record. But what a lot of people don’t know is that divorced individuals can do so too. This option could help increase your Social Security benefits in retirement, although you should be aware of the caveats as well.
Is a Cash Balance Plan Right for You? The Pros and Cons
By One Advisory Partners on July 6, 2018
Cash balance plans are an increasingly popular retirement planning tool. Given their generous contribution limits, you could quickly build a sizable nest egg while reducing your income taxes. But are these plans right for you? To help you decide, we take a look at what they are, who they work best for, and their potential pros and cons.