One Financial

Financial Services Office | Securities offered through LPL Financial, Member FINRA/SIPC | |

[One Financial @OFS1605]

We appreciate your kind words Bill and El. We are honored every day to serve our clients!

[One Financial @OFS1605]

Grad school brings additional funding options https://t.co/V38wV661K7

[One Financial @OFS1605]

Each week brings new data and new trends. LPL’s Weekly Market Commentary offers perspective on what’s happening - and what it could mean going forward.

Here is this week’s report: https://t.co/JNXVGsUEKg

[One Financial @OFS1605]

Nearly 9 in 10 American retirees receive a Social Security check each month—but how many actually rely on it to live is a much harder question, with answers that vary widely depending on how it’s measured. https://t.co/vls12VjrDV

[One Financial @OFS1605]

These will let you have a say in your medical care, as well as what happens with your assets after you die https://t.co/9zOh4a1UuS

[One Financial @OFS1605]

The latest LPL Research Weekly Market Commentary is now available. Get a quick overview of this week’s market movements and economic trends here: https://t.co/JNXVGsUEKg

[One Financial @OFS1605]

sing trusts to gift your business is a technique whereby, rather than gift your business directly to your beneficiaries, you transfer ownership of your business to a trust and then name your children, grandchildren, or others as the https://t.co/j1wYRgmr2Q

[One Financial @OFS1605]

Stay informed with this week’s LPL Research Weekly Market Commentary, featuring timely insights on markets and the economy. Read more: https://t.co/JNXVGsUEKg

#WeeklyMarketCommentary #LPLResearch

[One Financial @OFS1605]

The One Big Beautiful Bill Act of 2025 permanently suspended the deduction for miscellaneous itemized deductions subject to the 2% floor, including hobby expenses, and these expenses still cannot be claimed as an itemized deduction https://t.co/mMeaA4QTuf

[One Financial @OFS1605]

This week’s LPL Research Weekly Market Commentary breaks down the latest market and economic updates. Catch the newest edition here: https://t.co/JNXVGsUEKg

[One Financial @OFS1605]

A charitable remainder trust (CRT) can be a great way for taxpayers to leverage their generosity, producing tax savings that can be used to provide greater benefits to themselves, their spouses, or others, and then to their favorite https://t.co/C3pXNlxvdC

[One Financial @OFS1605]

A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time. https://t.co/BqETauDMUu

[One Financial @OFS1605]

1 Contribution is fully deductible if minimum contribution amount is met and cost of token gift does not exceed maximum https://t.co/5c05GrLRxm

[One Financial @OFS1605]

Markets continue to shift as new data, policy developments, and corporate earnings shape the landscape. Each week brings fresh signals worth paying attention to - some subtle, some impossible to ignore. Here is this week's market commentary: [LINK]

[One Financial @OFS1605]

Try these key healthy financial habits to prepare you for retirement. https://t.co/IbuLxka5mI

[One Financial @OFS1605]

Curious about what stood out in the markets this week and why it matters? 🤔
Tap the link below to dive into the full commentary - you’ll get a clearer picture of where things may be headed next. [LINK]

[One Financial @OFS1605]

The 2026 tax landscape for investors will look different after key tax changes that went into effect last year. Here's how you might be affected. https://t.co/8VnI04IjLK

[One Financial @OFS1605]

Is it ever too late to save for retirement? A closer look at the $1,000 savings statistic, 401(k) catch-up rules, and strategies for starting after 50. https://t.co/Pn2rUjuULJ

[One Financial @OFS1605]

🍫 Happy Valentine’s Day! 💘

Did you know Americans buy nearly 58 million pounds of chocolate in the week leading up to Valentine’s Day?

No wonder love is sweet this time of year - if chocolate were a love language, we’d all be fluent. 😉

[One Financial @OFS1605]

From a new income-driven repayment plan to adjusted borrowing limits, changes are coming to your student loans in 2026. https://t.co/PnWKs8KetJ

[One Financial @OFS1605]

Qualified charitable distributions (QCDs) are distributions made directly from an IRA to a qualified charity. Such distributions may be excluded from income and count toward satisfying any required minimum distributions (RMDs) you w https://t.co/OjmhqllNBy