Welcome to One Financial Services
One Financial Services was founded out of a desire to care for people and to make a difference in their lives. We are driven to make it easier for our clients to understand their financial status, needs and choices, and to positively impact the security of their financial independence. We do this because we have a passion for people.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Calculating your potential Social Security benefit is a three-step process.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Read this overview to learn how financial advisors are compensated.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Why are 401(k) plans, annuities, and IRAs so popular?
Here are five facts about Social Security that might surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Are Real Estate Investment Trusts right for your portfolio?