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Thoughts and reposts from 1on1financial and staff.   

 

Friday, October 13, 2017

We’ve all heard the term “get rich quick.” In most cases, this is more of a dream than a reality. Shortcuts to accumulating wealth rarely pay off unless you are lucky enough to win the lottery. What will make the...

 

Wednesday, October 11, 2017

1on1 Financial is pleased to announce the newest additions to our team! As an investment management firm, we are always striving to offer exceptional service and focused, personal attention. Our goal is to have the expertise and...

 

Tuesday, September 19, 2017

If you have a credit report (and most of us do), there’s a good chance that you were one of the estimated 143 million Americans affected by the recent Equifax Data Breach. If you have been affected, it’s important to be...

 

Saturday, September 16, 2017

As a professional, executive or business owner, you’ve worked hard throughout your career. You give of yourself to your work, serving others and striving to make the world a better place. But even with a fulfilling career, you...

 

Friday, September 8, 2017

A personalized financial and investment strategy can provide a powerful tool in helping you take action toward reaching your long-term goals. For many, working through the financial planning and investment process for the first time...

 

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Sunday, June 25, 2017

I recently reached a significant milestone in my life - my 50th birthday! We celebrated with a bang and I wanted to share some photos from the big event. Philip and his wife Patricia, who celebrated her birthday the day before, Posing...

 

Thursday, June 15, 2017

As an attorney focusing on serving clients with special needs, I understand how important it is to work with an expert who understands your unique situation. That’s why I’ve partnered with Joel Harworth, an independent...

 

Wednesday, June 7, 2017

Our business is different from other businesses in a few ways, but perhaps one of the main differences is how it grows and flourishes. Simply put, our business runs on referrals, and we are grateful for them. Your generous referrals...

 

Wednesday, June 7, 2017

You may be seeing a lot in the news lately about what to do when the market goes down. For the last several years people have been vehemently predicting a market downturn, but the market doesn’t seem to care. It just ignores them...

 

Tuesday, April 4, 2017

If you’re worried about your finances and future retirement, you aren’t alone. Americans’ fears regarding their lifestyle, medical bills, and retirement continue to increase each year. More than 50% of Americans worry...

 

Wednesday, March 22, 2017

At one point in life, retirement seemed like something in the distant future, something to plan for and have in the back of your mind, but not a pressing issue. As time has moved on, you have probably found yourself in a stage of life...

 

Wednesday, March 22, 2017

There’s no denying it: it’s thrilling to see the numbers add up in our bank accounts. Seeing a high balance makes us feel secure, and ensures we have cash ready and available should we need it. But could keeping all that...

 

Friday, March 3, 2017

Philip Board and 1on1financial have been supporting Orange Coast Velo for a few years. Philip is a retirement planning specialist and the founder of 1on1financial, an independent investment firm. He’s also an avid cyclist, both...

 

Friday, March 3, 2017

For Orange Coast Velo members, Philip and his team are offering a free Risk Analysis report and a no obligation second opinion on your financial plan! To get your free Risk Analysis, click here. To set up a time to speak with Philip...

 

Sunday, January 29, 2017

As of inauguration day on January 20th, Donald Trump is now our president. This election season was a wild ride, but now the election dust has started to settle. Experts have begun to analyze and dissect Trump’s campaign promises...

 

Monday, January 2, 2017

A new year is a time for fresh starts, new goals, and renewed motivation. New Year’s resolutions usually lead people to purchase gym memberships, pledge to travel more, or make an effort to spend more time with family and friends...

 

Wednesday, December 14, 2016

With only a couple of weeks left in 2016, it’s an ideal time to take stock of the past year and fine-tune your plans for 2017. While December can be a celebratory time of year as we enjoy the holidays and get caught up in the...

 

Thursday, November 10, 2016

After a tumultuous and dramatic election season, the results are in. This election was certainly one for the history books. Because both polls and markets had expected a Clinton victory, the markets are reeling from the surprise...

 

Thursday, November 3, 2016

Most people visit their doctor at least once a year. You get vaccinations to prevent diseases, checkups to nip any blossoming issues in the bud, and medications or tips on how to fight illnesses. It’s crucial that you do the same...

 

Wednesday, September 21, 2016

Do you have highly appreciated assets, such as real estate, stock, or businesses, that are causing you tax worries? If you find yourself with these assets and would like to diversify to generate income and increase stability, we can...

 

Friday, September 16, 2016

Do you know that September is Life Insurance Awareness month? This is an opportune time to take a look at the importance of life insurance for you and your family and research the options available to protect your loved ones. At...

 

Monday, August 15, 2016

We all hope to have a secure retirement, where we can focus on our passions and family without having to worry about our financial situation. But according to the Employee Benefits Research Institute, only 22% of Americans are...

 

Wednesday, July 27, 2016

When the markets are as unstable and confusing as they have been over the past several years, even the most patient investors may come to question the wisdom of the investment strategy they have been following. Not only that, but life...

 

Monday, July 18, 2016

With each political party’s national convention behind us, Donald Trump and Hillary Clinton are no longer presumptive nominees, but official. They will now fight each other tooth and nail until November 8 when our nation’s...

 

Tuesday, July 12, 2016

Many of those approaching retirement have not fully considered how their Social Security benefit will affect their overall financial plan. Although Social Security was created during the Great Depression as a retirement safety net,...

 

Monday, June 27, 2016

As you’ve likely heard in the news, voters in the United Kingdom (U.K.) have chosen to leave the European Union (E.U.) after 43 years of membership. The resulting “Brexit” will likely affect the U.K. markets as well...

 

Thursday, June 2, 2016

Did you know that parking lots and garages can make strong investments? Each year, the U.S parking industry earns billions of dollars. Many economists believe that parking facility investments have the ability to rise with inflation....

 

Thursday, May 19, 2016

At 1on1financial, our business is different from other businesses in a few ways, but perhaps one of the main differences is how we grow and flourish. Simply put, we run on referrals, and we are grateful for them. Your generous...

 

Thursday, May 19, 2016

At 1on1financial, three of our biggest passions are financial planning, biking, and giving back to the community. We’re fortunate enough to be able to combine these, whether we’re biking for charity, helping clients invest...

 

Tuesday, May 3, 2016

So you’ve left your job and you’ve decided to bring your 401(k) account with you by rolling it into an IRA (Individual Retirement Account). You don’t want that old company having any more control over your money than...

 

Tuesday, April 5, 2016

Tax day is almost here, and many of us are scrambling to get the last of our tax documents in order. There is still time left to make a last-minute contribution to your IRA for tax year 2015. This year, contributions must be made by...

 

Thursday, February 25, 2016

Take a look at the key financial and tax data for 2016, including limits, deadlines, and more! KeyFinancialData2016

 

Monday, February 22, 2016

Often touted as a defining characteristic of the Millennial Generation, Americans these days are bouncing from job to job at an alarming rate. In 2012, the Bureau of Labor Statistics says the typical US worker stayed on the job for 4.6...

 

Wednesday, February 17, 2016

Our “By the Numbers” infographic highlights some of the changes in the federal tax code that may impact your tax filings. Provided by Nationwide Insurance

 

Monday, February 8, 2016

As we saw in Sunday’s big game between the Denver Broncos and the Carolina Panthers, a strong defense is a critical part of any winning strategy. It doesn’t matter how talented your quarterback is, or how many yards your...

 

Friday, January 22, 2016

 

Tuesday, January 12, 2016

Last week was an awful trading week on Wall Street, with the S&P 500 posting its worst year-opening week in history by losing 6%. Global stock markets lost $2.3 trillion, alarming investors who worry about the market forecast for the...

 

Thursday, December 10, 2015

You can’t help but feel cheerful this time of year. At 1on1financial, we are enjoying the holiday spirit, from decorating the office or celebrating with our families. The holidays provoke a sense of warmth, community, and reflection....

 

Monday, December 7, 2015

As we approach the end of the year, it’s a good time to review your financial plan and take advantage of some last-minute opportunities to lower your 2015 tax bill. Some items require action before December 31st, while others can wait...

 

Tuesday, December 1, 2015

As we celebrate all we are thankful for this time of year, I wanted to take a moment to share my story with you.

 

Monday, November 23, 2015

It’s a boy! It is with great joy we announce the birth of a baby boy to Isahi "Mia" on our team. Although he was born weeks early at 4.8 pounds, both baby and mom are doing well. Isahi will be out on maternity leave until January. You...

 

Tuesday, October 6, 2015

At 1on1Financial, we are passionate about road biking. In a lot of ways, the challenges and excitement present in road biking are similar to financial planning. Watch this video to learn more.

 

Tuesday, October 6, 2015

Congratulations your baby has grown up and left for college. On one hand you're missing them dearly, on the other you're excited to "re-claim" their bedroom as your new sewing/workout/mancave space.You've spent hours stressing over the...

 

Friday, August 14, 2015

Here's the most current invitation to our upcoming educational workshop, Modern Retirement Planning. MRP Invitation

 

Tuesday, July 14, 2015

WE'RE EXPANDING!I hope you're enjoying your summer and have spent some time with your family and friends. My wife, Patricia, I along with our adopted Chinese daughter Emma, now almost 6, will be leaving for China on July 15th. I'll be...

 

Monday, June 29, 2015

 

Wednesday, April 8, 2015

Weekly Managers Pulse 07-24-15

 

Tuesday, March 17, 2015

For anyone who is investing in real estate using a 1031 can be a valuable tax saving tool.Please read the brochure found on the link to learn more. 1031 Tax Deferred Exchange

 

Thursday, February 19, 2015

This is a cheat sheet to help you determine your tax bracket, some deductions or to max out your retirement plan. Click here for the downloadable pdf of the 2015 Tax Information.