Professional Guidance, Personally delivered

At 1 On 1 Financial, we specialize in guiding working and retired professionals, executives and business owners along the path to financial well-being. We help our clients accumulate wealth, generate income, preserve their life saving and strategically plan for the distribution of their estate. As a client, you will benefit from our commitment to you as we would serve our own family. Our success is built upon developig lasting, meaningful relationships built on trust, integrity and superior service.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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