ONE-UP FINANCIAL BLOG

I find it sad and disheartening that after years and years of our industry attempting to weed out the commission-fueled hyenas...

With what looks like the first rate cut in years set to come this September, many investors are racing to lock in rates on CDs, some of...

What do you think of when you hear the phrase "financial plan"? Is it something tangible, like a 60-page document with boring charts and...

When it comes to investment strategies, two key concepts often come up in client reviews: asset allocation and diversification. In those...

Retirement is a milestone many of us look forward to—a time to enjoy the fruits of your labor and spend more time on the things that...

Leaving a lasting legacy for the next generation is a common goal among investors in retirement. Considering the financial well-being of...

Introduction Let's face it, managing your finances can be a daunting task. Whether you’re planning for retirement, saving for your...

If you're done trading time for a paycheck and ready to start collective passive income in retirement, then this video is for you. Stick...

There are millions of articles, videos and podcasts out there covering topics related to saving and investing, yet very few that talk...

Considering hiring a financial advisor to steer your investments and planning? It’s critical to choose someone in tune with your unique...

Transcript summarized below: 2023 was a banger year for the stock market, though many are concerned a recession is on the horizon. What...

Not all "tax tips" are created equal. In fact, some are worth considerably more than others. 🤑 What you've likely heard about are what I...