High Net Worth Series Part 7: Creating a Comprehensive Financial Plan
Crafting a Financial Roadmap: Regular Review and Adjustments: Remember, the key to holistic wealth planning is coordinating your life into one cohesive plan. You may be focusing on one piece of the puzzle and lose sight of the bigger picture. Be sure to consider all of the potential unintended consequences before making a big decision. […]
High Net Worth Series Part 6: Financial Independence In Retirement
What is retirement? You see photos of people sitting on a beach, sipping a tropical beverage, with a big smile on their face. I don’t know about you but when I go to the beach for a week about halfway through I get stir crazy. You can only sit around doing nothing for so long […]
High Net Worth Series Part 5: Risk Management & Asset Protection
It is far more exciting to focus on the wealth building process. But it’s equally important to help protect your wealth. Think of your risk management strategy as the base of your financial pyramid. If it’s not built on solid ground, it can easily fall apart. In this article, we discuss strategies that mitigate risks […]
High Net Worth Series Part 4: Legacy through Charitable Giving
When you have achieved enough to cover your needs, you start to look at ways you can have an impact beyond your immediate family. In this article, we discuss strategies on charitable giving. Establishing a Lasting Legacy Charitable giving isn’t just about giving to get a tax deduction, although that is a side benefit; it’s […]
High Net Worth Series Part 3: Estate Planning for Generational Wealth
Estate planning not only ensures the timely distribution of assets but also can provide a legacy that spans generations. In this article, we will discuss the benefits of estate planning, including strategies to mitigate estate taxes and preserve your hard-earned wealth for the future. Crafting an Estate Plan: Preserving Wealth for Future Generations Generational wealth […]
High Net Worth Series Part 2: Tax Efficiency
In most cases, someone’s biggest expense over their lifetime is taxes. The tax code can be complex, in this article we try to simplify it to help you minimize your tax liability. Timing income: Timing matters. By deferring or accelerating income, you can strategically manage your tax liability. For example, waiting to sell your investments […]
High Net Worth Series Part 1: Investment Diversification: Building Resilient Portfolios
Balancing Risk and Reward: How do we go about building resiliency in portfolios? Traditional investments (stocks and bonds) may not fully capture your unique financial goals and risk tolerance. I believe we need to go beyond the one-size-fits-all model, taking into consideration someone’s individual circumstances, time horizon, and goals. For example, rather than just looking […]
May 2024 Newsletter
Our May 2024 Newsletter can be found here
Specialized Financial Services for 1099/Solo Practitioners at One Wealth Planning
If you’re a 1099 independent contractor or a solo practitioner, One Wealth Planning is your go-to financial partner. We specialize in serving individuals in this unique space because it’s how we run our own business. We understand the opportunities and challenges it presents, including tax planning, deductions, and specialized retirement strategies such as Solo 401ks […]
Meet Tanner Fedell: The Founder Behind One Wealth Planning
Tanner Fedell was born and raised in East Texas, Tanner’s journey into the world of finance began at Texas A&M Mays Business School, where he studied finance. His financial advising career began in 2012 in Austin, Texas, setting him on a path that ultimately led to the founding of One Wealth Planning in 2024. Tanner’s […]
