ONE-UP FINANCIAL BLOG

Oct 1, 20214 min read

12 Potential Tax Changes Investors Should Know in 2021

SUMMARY OF TRANSCRIPT BELOW: House Democrats recently released their American Families Plan which includes major proposed changes to the...

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Sep 10, 20216 min read

Is it Better to Buy or Lease a Car in Retirement?

SUMMARY OF TRANSCRIPT BELOW: With a chip shortage running rampant across the country, new and used cars are seeing an unwelcome surge in...

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Oct 29, 20206 min read

How the Coming Social Security Changes May Impact Your Income and Retirement

A breakdown of the changes coming to social security in 2021 and how your income and retirement may be affected.

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Aug 6, 20207 min read

3 Retirement Myths Every Investor Should Know

I remember it like it was yesterday. It was a rainy, Saturday evening as I sat patiently in the back seat of my Mom's car eagerly...

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Apr 1, 20205 min read

A Retiree's Guide to the CARES Act: What You Need to Know

Have you been in line at a Target or Walmart and stopped midway through to look around in shock and awe at the reality we're currently...

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Aug 31, 20193 min read

You Sold Your Business...Now What?

Earlier this week I was reading a post from Ben Carlson, CFA and head of Institutional Investments at a large Registered Investment...

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