One Source Retirement Advisors

OneSource Retirement Advisors are experts in bringing our customers peace of mind as they prepare for and finally enjoy their retirement years. Preparing for retirement requires more than sound financial advice. It is a holistic approach that ensures all aspects of a person's life are served. See Our Process Simplified.

 

TAXES, FINANCIAL, BUSINESS
Few family businesses are aware of these benefits
Author: Robert J Falcon, CFP®, CPA/PFS, MBA
Release Date: 7/2/18
Small business owners have plenty of challenges and worries to occupy them. A recent survey performed by the National Federation of Independent Business noted that 9 of the top 10 small business challenges directly relate to government, with health care and excessive regulation #1 and #2, respectively. The #3 worry (federal income tax on business) is one that business owners don’t perhaps understand well enough, and it can . . .
TAXES, ADVANCED PLANNING, FINANCIAL
Make sure your Financial Advisor is a Tax Expert (Geek)
Author: Robert J Falcon, CFP®, CPA/PFS, MBA
Release Date: 6/5/18
Those of us with tax expertise don’t get much respect. Seriously! What comes to your mind when somebody mentions “Tax accountant?” You think of the tax accountant in GhostBusters! OK, I get it! No offense taken. When I was a full-time tax professional working for Price Waterhouse in Pittsburgh, my older siblings referred to me (lovingly, of course) as “Tax Geek.” No respect. I know exactly . . .
FINANCIAL
Equifax Breach and Regular Hackers Expand Their Reach
Author: Robert Falcon, CPA, MBA, Candidate for CFP® Certification
Release Date: 4/16/18
On Good Friday, as I was baking my Easter Bread, I received a frantic call from an old friend in Pittsburgh. Natalia (not her real name) received a letter in the mail from the Social Security Administration (SSA) thanking her for setting up her Social Security Account online. The problem was, she never did. Earlier in the week, when she and her husband attempted to file their income tax return electronically, the submission was denied by the IRS, as somebody had already . . .
INVESTMENTS, FINANCIAL
Now What?
Author: John O'Brien, CFP
Release Date: 3/20/18
Since the Presidential Election almost a year and a half ago, the U.S. stock market has run UP nicely. Some investors praise President Donald Trump for passing the new laws, many wish he was never elected and others just shrug their shoulders. Regardless of who you voted for (or against) for the White House, the stock market reached new highs and share prices have soared above their historical averages. The reality is for most of our clients: they are witnessing . . .
TAXES, FINANCIAL
Stack your charitable contributions to save on your taxes year after year
Author: Robert Falcon, CPA, MBA, Candidate for CFP® Certification
Release Date: 3/6/18
Many folks are upset by the changes to the standard deduction and its impact on their ability to itemize deductions beginning in 2018. Essentially, Married Filing Jointly (MFJ) couples now need to have more than $24,000 of itemized deductions before they can itemize, and this includes a $10,000 cap on their state income and real estate taxes. However, when you actually run the numbers, the new law helps most couples. Further, if you are close to having $24,000 in itemized deductions in any . . .