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No One Strategy Fits Everyone. We invite you to discover and experience the power of our services. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Our team approach adds perspective to all we do and provides increased benefits to our clients. Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, What’s next for the financial markets? BUILDING THE BRIDGE TO YOUR FINANCIAL FUTURE! We underst...

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No One Strategy Fits Everyone. We invite you to discover and experience the power of our services. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Our team approach adds perspective to all we do and provides increased benefits to our clients. Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, What’s next for the financial markets? BUILDING THE BRIDGE TO YOUR FINANCIAL FUTURE! We underst...

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Home | One Resource Financial Consultants | oneresource.org Reviews

https://oneresource.org

No One Strategy Fits Everyone. We invite you to discover and experience the power of our services. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Our team approach adds perspective to all we do and provides increased benefits to our clients. Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, What’s next for the financial markets? BUILDING THE BRIDGE TO YOUR FINANCIAL FUTURE! We underst...

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Tax | One Resource Financial Consultants

http://www.oneresource.org/resource-center/tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all your options when it comes to managing your taxable income? Learn more about taxes, tax-favored investing, and tax strategies. Will You Pay the AMT?

2

Tax Resources | One Resource Financial Consultants

http://www.oneresource.org/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. 7337 West Jefferson Boulevard. Series 7, 24, 51, 66. Check the background of your financial professional on FINRA's BrokerCheck.

3

Glossary | One Resource Financial Consultants

http://www.oneresource.org/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

4

Retirement | One Resource Financial Consultants

http://www.oneresource.org/resource-center/retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Are you ready for retirement? Here are five words you should consider. Investment Strategies for Retirement. Have A Question About This Topic? What Is an Annuity?

5

Useful Links | One Resource Financial Consultants

http://www.oneresource.org/p/useful-links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. 7337 West Jefferson Boulevard. Series 7, 24, 51, 66. Check the background of your financial professional on FINRA's BrokerCheck. Securities and Investment Advisory Services offered through NEXT Financial Group, Inc. Member FINRA.

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