OneWealth, LLC

06/27/2023

Check out our June Client Letter, we sent this out along with our newsletter this morning! If you're interested in becoming part of emailing list just click our Newsletter form on the website and fill it out with your name and email address!

While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace of mind. You can rest easy knowing that your wishes will ...

05/26/2023

Check it out guys!

We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options. Health issues may also dictate when we decide to retire.

05/15/2023

Hey Guys! Check out our new Webinar for May! Learn more about retirement planning & learning how to retire stress free!

https://www.youtube.com/watch?v=JAvxcEsV3gc

04/24/2023

🎉Pop quiz time 🎉 What employee benefits lead to higher levels of employee loyalty and job satisfaction?

A. Quality-of-life offerings like gym memberships and local store discounts
B. Office perks like pet-friendly workplaces and snacks
C. Traditional benefits like 401(k)s

Confident you know the correct answer? Comment your guess below ⬇️ We’ll share the answer soon!

04/10/2023

The question that keeps us all up at night: What tax filing status should I pick? 🤔

We totally understand. Perhaps this info will help:

☑️ Head of Household – Unmarried taxpayers who are supporting at least 1 qualifying person and paying more than 50% of the costs to keep up a home.

☑️ Qualified Widow or Widower – For taxpayers who recently lost a spouse and are supporting a child at home. If you could have filed jointly before your spouse’s death, you may file jointly in the year your spouse died.

☑️ Married Filing Jointly – You and your spouse combine your income and deduct your total allowable deductions and credits on the same forms.

☑️ Married Filing Separately – For high-income earners who are married, people who wonder if their spouses are hiding income, people considering divorce, or taxpayers whose spouses have tax liability issues.

☑️ Single – For unmarried people who don’t qualify for another filing status. Note: depending on your state, if you’re legally divorced by the last day of the year, the IRS considers you unmarried for the whole year.

Feel free to share this post with your friends and family so we can all get those precious 8 hours of sleep.

04/04/2023

Despite last year’s upheaval, many investors are sticking with long-term plans and tightening their budgets instead of moving money out of stocks and bonds.

04/03/2023

Hey Friends! Check it out, we have a new Blog posted! Do you want to get our new Blog's sent straight to your email? The sign up option is on the side of all of our blogs.

Most people planning for their retirement count on their Social Security benefits to make up part or most of their income – but did you know that those benefits can be subject to federal taxes? To figure out how much you...

03/31/2023

Temps are rising out there —and unfortunately, so are many Americans’ energy bills 🔥 The good news is there are steps you can take to reduce your home’s energy costs in these warmer months.

To help you out, we’ll be sharing a few such steps, starting with some advice on air conditioning best practices:

❄️Today’s Cool Tip ❄️ In addition to scheduling regular maintenance, regularly vacuum air intake vents and ensure objects aren’t blocking vents. Interestingly enough, you’ll also want to keep lamps and TV sets away from your thermostat, as these can emit heat and make your A/C unit think the room is hotter than it is.

Do you have a cool tip for these warm weather months? Add it in the comments below, and share this post to spread this tip to your network.

03/20/2023

When you think of spring cleaning, you probably think of your home 🏠 but the spring is also a great time to do a clean sweep of your household finances!

Here are four ways you can do just that:

🧹 Revisit your budget. Take a look at your monthly budget and adjust it based on your spending so far this year.
🧹 Declutter your subscriptions. Search through your account registers to identify unwanted recurring charges you’ve missed. Apps like Rocket Money or Hiatus can help!
🧹 Shred old financial documents. The IRS recommends keeping at least 3 years of tax returns. Have some older than that? Shred away!
🧹 Review your insurance and plan for changes in coverage. Such changes could include adding a driver, selling a house, or purchasing a new policy.

Hope these tips help! Feel free to share this timely reminder with your network, and reach out if any questions “spring” up 🌸

03/17/2023

It’s St. Patrick’s Day ☘️ 🍻 We hope everyone has a wee bit of fun with lots of luck and laughter 🌈

How will you be celebrating? Tell us in the comments below!

03/14/2023

You know what day it is: Pi Day 🥧 In honor of 3.14, we wanted to share this perfect apple pie recipe: https://www.youtube.com/watch?v=SLmmKPn5gmI

Have fun and enjoy 🍎🤤