OneWealth, LLC

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

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.

Retirement Planning 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...

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.

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 🌸

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 🍎🤤