The One Degree Wealth Blog
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Covering a wide range of financial topics, from debt strategies and home purchases to money mindset and tax-smart investing strategies, I'll make sure you stay inspired AND in-the-know.
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By Yvonne Marsh, CFP®, CPA
It’s so small really – one degree. Yet, if an airplane is one degree off course leaving from San Francisco, it will land in Baltimore MD instead of...
I've got a couple of creative ways that you can cut everyday costs and save more!
My first idea is to grocery shop online. I've been doing this recently, and honestly, I find I'm easily...
By Yvonne Marsh, CFP®, CPA
While a 20% down payment is the holy grail for home purchases, don’t let it be a roadblock to moving out of a rental and into a home. You’ve got...
While most retirees worry about stock market downturns, an even bigger financial threat is an unexpected health event that Medicare doesn’t cover. The average cost of home health care and...
Being smart about which type of accounts you're saving and building wealth into now translates into paying less tax later, and who doesn't want that?
I'm Yvonne Marsh, I'm a CFP® and a CPA, and...
There are so many ways that Congress dangles the carrot of tax deductions to motivate us toward a certain behavior. For example, to encourage home ownership we are allowed to deduct our mortgage...
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If you're looking for ways to lower your 2022 tax bill, I've got good news for you! It's not too late.
I've got three ideas to share with you today that might be of...
It’s been a rough month at our firm. We have had not one, but two, dreaded phone calls from clients telling me her husband has passed very unexpectedly – as in, totally out of the...
If you're one of the millions of people who have refinance their mortgage during this last period of low interest rate, that's awesome. But you may have accidentally reset your repayment period to...
The continued uncertainty of the economy and stock market has millions of Americans worried that their retirement could be rocky and unstable. When the stock market is roaring, it’s easy...
If you want to build tax-free wealth, I've got a great strategy for you using health savings accounts.
First, health savings accounts are triple tax preference and that means that number one, you...
Life happens, right? Odds are you're going to change jobs once or twice in your career. And a common question I get is, well, what should I do with my 401k when I change employers?
Well, first off,...
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