One-Up Financial

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!

Financial Plan Example 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...

7 passive income ideas to help boost your retirement!

https://youtu.be/jAiKzKAw4VI

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

How to Safely Spend More Money in Retirement I discuss 5 ways to help investors comfortably spend more money in retirement.

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.

2024 Stock Market Outlook | 6 Things to Watch For I discuss my market and economic predictions for 2024 and what investors should be on the lookout for.

Thanks to CBS MoneyWatch for including me in this article.

Will a CD be better than a savings account in 2024? Here's what experts think. CDs are likely your better choice next year, but they're not right for everyone. Here's why.

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

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....

Latest from the blog

A Guide to Financial Planning for Small Business Owners 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....

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

What Is a Roth IRA and How Does It Work? With a Roth IRA, you pay taxes now to avoid a bigger bill in the future.

Latest from the One-Up Financial blog

Financial Planning Tips for a Smooth Divorce Process 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...