One-Up Financial

08/09/2024

Have you ever wondered what a is or what one looks like? Get a behind-the-scenes look into our process including screenshots of a simulated financial plan we created for our hypothetical clients Marty and Jennifer McFly!

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 graphs?Or maybe it's a series of strategic decisions you plan to make that live inside your brain.The reality is that a financial plan can mean so many different th...

05/09/2024

7 passive income ideas to help boost your retirement!

https://youtu.be/jAiKzKAw4VI

03/18/2024

How to Safely Spend More Money in . Latest from the blog!

I discuss 5 ways to help investors comfortably spend more money in retirement.

01/22/2024

I share some thoughts and predictions on the year ahead for stocks and the economy.

Do you agree? Disagree? Please share your thoughts and predictions in the comments below.

I discuss my market and economic predictions for 2024 and what investors should be on the lookout for.

12/29/2023

Thanks to CBS MoneyWatch for including me in this article.

CDs are likely your better choice next year, but they're not right for everyone. Here's why.

10/24/2023

https://www.oneupfinancial.com/post/should-you-lock-in-a-5-return-for-20-years

Summary of transcript below: The 20-year treasury yield eclipsed 5% in October and the 10-year isn't far behind. This jump in yield on the long end of the curve started a few months ago and economists are still baffled as to the reasons why. Some say it's due to a strengthening economy. Others cite....

09/07/2023

Latest from the blog

Managing a small business involves wearing many hats. In his book The E-Myth, Michael Ge**er labels these hats: "technician, manager and entrepreneur." That is, one to carry out the work, one to manage the business and the other to strategize about what comes next. A fourth hat business owners must....

08/31/2023

Should you invest in or the ?

Consider this first👇

08/16/2023

A great primer on the . Thanks to The Wall Street Journal for including me in this article.

With a Roth IRA, you pay taxes now to avoid a bigger bill in the future.

08/15/2023

Latest from the One-Up Financial blog

Divorce is undoubtedly one of the most emotionally challenging life events anyone can experience. Beyond the emotional toll, it also brings a host of financial complexities that require careful consideration and planning. As a child of now two divorces and a practicing CPA and CFP who's helped clien...

08/08/2023

Should you invest in T-bills earning 5% or the stock? I discuss this and more in our latest video.

07/27/2023