Questions, Answered Plainly
No jargon or gatekeeping. That’s a core value here, in writing. These are the questions people actually bring to the firm, each answered directly first and in depth second.
Does Virginia tax retirement income?
Virginia does not tax Social Security benefits. Other retirement income (pensions, IRA and 401(k) withdrawals) is generally taxable, but taxpayers 65 and older may cla…
How do I plan for long-term care costs?
Start by putting numbers on the risk: how likely you are to need care, for how long, and at what cost in your area. Then choose deliberately among insurance, self-fund…
What does flat-fee financial planning mean?
Flat-fee financial planning means you pay one predetermined price for a comprehensive financial plan, agreed before the work starts. The fee doesn't rise with your acc…
What is a fiduciary, and is 1.oak Financial one?
A fiduciary is required to put your interests ahead of their own when giving advice. At 1.oak Financial, investment advisory services are offered through Advisory Alph…
What is a HALO assessment?
HALO (Health Analysis & Longevity Optimizer) is an assessment 1.oak Financial uses inside long-term care planning. It translates your health profile into planning numb…
What is a One of a Kind Financial Plan™?
The One of a Kind Financial Plan™ is 1.oak Financial's trademarked planning process. It starts with your story instead of your account balances, then builds five compo…
What is legacy planning?
Legacy planning is deciding, on paper and legally, what happens to what you've built and what you want it to mean. It covers documents and beneficiaries, but also the …
When does The One of a Kind Financial Show air?
The One of a Kind Financial Show with Mike Milligan airs every weekend: Saturdays 8–9 AM and Sundays 7–8 AM Eastern on NewsTalk 790 WNIS, Saturdays 7–8 AM and Sundays …
