Despite the importance of estate planning, it’s easy to procrastinate or delay getting one put in place. But not having an estate plan can cause you to lose control of what happens to your assets, lead to paying unnecessary taxes, and can lead to significant family disputes or disagreements that end up in court. An […]
In today’s blog post, we will dive into five critical wealth management questions to ask during an employment change. Sometimes, employment changes can feel overwhelming when you have to deal with benefits, taxes, and income adjustments. I hope today’s post will give you some clarity and confidence as you make financial decisions when making employment […]
We’re in a fun money marathon series using some running stories and analogies to teach and explore how investors could get more potential mileage from their hard-earned money. We’re walking through seven risks of running your wealth marathon without any support. If you would like to watch the video version of this post, please click […]
Today’s topic hurts a little bit. It’s about one of my habits that is more costly than I would like to admit. And if I’m brutally honest with you and with myself, I have a drinking problem — specifically a sparkling water problem. My consumption has doubled over the last several years, partly because of […]
We are in a series exploring seven potential risks of running a money marathon alone without any support. We will also discuss some strategies that could help mitigate those risks so that you can feel more confident and secure in your future and free to enjoy the wealth you have created. To watch the video […]
At One Life Financial Group, we are in a heavy tax season, having many conversations with clients and their accountants about strategies to minimize their tax bills for 2023 and 2024. We’re encouraging clients to talk to their accountants about maximizing potential tax credits. So, in today’s post, we are exploring three things. First, what […]
Welcome back to our Money Marathon series, where we’re having some fun using running analogies and stories to explore how you could potentially get more mileage out of your hard-earned money. Today, I’m sharing the first of seven risks of running your wealth marathon alone without any support. Each video will walk you through one […]
You probably know what a marathon is. It’s a 26.2-mile foot race, and there are 26.2 checkpoints that runners cross before hitting that grueling finish line. A money marathon is very similar to a marathon; it’s a long event. In fact, it goes over the course of your entire life. And the goal of your […]
Spring is almost here, which also means tax season! Here are eight things to know before you file those taxes. #1: Income tax brackets shifted a bit The first is that income tax brackets shifted a bit, which means more money is being taxed in the lower tax brackets, which means some potential tax savings […]