Your Year in Finances: 12 Tasks to Keep Your Personal Finances Organized

By One Advisory Partners on February 19, 2019

An organized financial life is worth the effort. It can help provide clarity and give peace of mind. But where to start?

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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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Retirement Check-Up: What Your Finances Should Look Like in Your 50’s

By Ron Sanders on May 31, 2017

Many 50-somethings are at some sort of crossroads in life. Several major events like getting married, having kids or buying a house have already happened to them. Their children are growing up, becoming financially independent and could be headed off to college in the fall or are even beginning to start a family of their own. When expenses start to taper off, it is the ideal time for 50-somethings to take a closer look at their retirement savings and start ramping up contributions, especially if they aren’t on track to reach their goals.

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Three Steps for Helping Family Members Who Struggle With Finances

By Ron Sanders on April 25, 2017

It’s never easy to watch family members struggle with their finances. Even though it can be tempting to loan them money, it is only a temporary fix that won’t last if they’ve instilled bad money habits in their financial routine. When it comes to addressing your concerns with a family member who’s struggling with money management, it can be scary. On one hand, you want your loved one to get his or her financial situation under control, but you don't want to destroy your relationship in the process. Read on to learn more about how to better help family members who are bad at money.

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How To Avoid Financial Pitfalls that Make Millionaires Go Broke

By Ron Sanders on February 17, 2017

There are many financial “bad habits” that can leave you in debt. Sometimes they lure you in with the promise of being a "smart financial move" while others are more glaringly obvious to avoid. Unfortunately, you can’t hop into a time machine to go back and undo your past financial mistakes. However, you can take steps to avoid common pitfalls and hang on to more of your hard-earned cash. The most important bad money habits are not adhering to a budget, making emotional purchases and only having one source of income.

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How To Make Wise Financial Decisions This Valentine’s Day

By Ron Sanders on February 10, 2017

Valentine’s Day is right around the corner and couples are looking for the perfect gift that says, “I love you.” According to WalletHub, Valentine’s Day is the third-largest consumer holiday in the U.S. In fact, shoppers spend more than $18 billion per year in the name of love with the average person spending close to $140. Be sure to make smart financial decisions by remembering the true meaning of the holiday, exploring alternative options for gifts and insuring pricey jewelry.

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