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 confidence of their financial independence. We do this because we have a passion for people.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Making the most of surprises is a great reason to work with us.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When to start? Should I continue to work? How can I maximize my benefit?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There are four very good reasons to start investing. Do you know what they are?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
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.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, cracking the code on bonds.
There are hundreds of ETFs available. Should you invest in them?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Would you guess that Millennials are effectively saving for retirement? Well, they are.