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.

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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.

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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.

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5-Minute Financial Risk Assessment

By Daniel A. Jack, JD, MBA, RICP® on June 12, 2018

Every day talented CRNAs perform pre-anesthesia evaluations on their patients. In essence, CRNAs perform indispensable patient risk assessments before administering anesthesia. If the evaluation does not look satisfactory then a surgery postponement or cancellation may be necessary. Patient safety always comes first! Otherwise, the results can be catastrophic.

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Does a Reverse Mortgage Ever Make Sense as Part of a Retirement Portfolio?

By Daniel A. Jack, JD, MBA, RICP® on March 28, 2018

For most people, their greatest asset when they hit retirement is not their 401(k) account. Rather, it is the home in which they live. Until fairly recently there was never an economical way to access that value without selling the home. Let’s be honest; you still need to live somewhere, so selling your home may not be much of an option.

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Tax Loss Harvesting+™ (The Right Way)

By Daniel A. Jack, JD, MBA, RICP® on March 6, 2018

Manufacturing Tax Deferral and Reducing Social Security Taxes

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Investing Beyond Risk vs. Return

By Daniel A. Jack, JD, MBA, RICP® on February 27, 2018

Using Tax Coordinated Portfolios to Increase Your Wealth; Not Your Risk

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Be Aware of Changes Made to U.S. Tax Laws!

By Daniel A. Jack, JD, MBA, RICP® on February 22, 2018

Recently there were substantial alterations made to the U.S. tax code. The Tax Cuts and Jobs Act was ultimately passed and signed in December 2017. It is imperative that you optimize the beneficial changes and minimize the negative changes for your family. This article summarizes how the Act changes some of the most prominent taxation issues affecting you going forward.

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