One-Stop Financial Services

One-Stop Financial Services Where clients become friends! Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser.

Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., and One-Stop Financial Services, an Alera Group Company, are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.

Do you know a woman who is hurting because of the state of her marriage?If so, be sure to tell her about The Second Satu...
11/02/2023

Do you know a woman who is hurting because of the state of her marriage?
If so, be sure to tell her about The Second Saturday Divorce Information Workshop for Women.
Since November of 2014 we have been offering this informative workshop at the Blue Bell campus of the Montgomery County Community College.
Our purpose is not to promote or encourage divorce, but rather, if a woman finds herself on that path, we want her to have the information she needs to make good decisions.
The morning of the second Saturday of each month we have three speakers. We begin at 9 AM and are typically done by 12:30 PM
The first speaker is a female family law attorney from Montgomery County.
Currently we have four attorneys on our team who take turns speaking throughout the year. These women are among the best and most respected family law attorneys in this area, if not across the state.
The second speaker is a family therapist. Currently our speakers are from the practice Choosing Change Counseling, a dynamic parctice located in Wayne.
I am the third speaker.
I am a financial advisor with 40 years of experience, located in West Point, PA
Our objective is to provide hope, information, and support. We create a safe environment where information can be presented.
As we begin our 10th year, we have had hundreds of women attend. The reviews have been consitently positive. Past attendees have referred their friends who are likewise facing uncertainty in their marriage.
What about the men, you might ask? If a man has questions or concerns, he can contact me, and I can provide him with information and answer many questions that he might have. I am not an attorney and do not offer legal advice, but there are many questions that I can answer.
Normally we charge $20 to attend. The value of the legal information alone is many multiples of that. The $20 goes to cover the costs of having the workshop. The workshop is very much a “not-for-profit” endeavor.
We are waiving that fee for anyone who attends as a result of this posting on Facebook.
You can learn more about the workshop at this site https://www.secondsaturday.com/
For more information, or to register for our next workshop on November 11th, please call me at 215-699-6993

08/09/2022

Do you know a woman who is hurting because of the state of her marriage?
If so, please tell her about this workshop.
This Saturday, August 13th, we will again offer our Second Saturday Divorce Information Workshop for Women.
Our speakers will be Family Law Attorney Cynthia Weiss Stein from the law firm of Shemtob Draganosky Taylor and Financial Planner Tim Seiders.
Our workshop is held at the Blue Bell campus of the Montgomery County Community College.
We begin at 9 AM. Doors open at 8:30.
Through the balance of 2022, we are waiving our normal $20 cost to attend the workshop.
Please call 215-699-6993 to register and to learn exactly where we will be on campus. For additional information please go to https://www.secondsaturday.com/regions/dvma/ or
http://onestop4you.com/secondsaturday

05/26/2022

Our next workshop is scheduled for Saturday June 11th. Please call 215-699-6993 if you have any questions, or if you would like to reserve a spot.

03/06/2022

Do you know a woman who is hurting because of the state of her marriage?
If so, please tell her about this workshop.
This Saturday, March 12th, we will again offer our Second Saturday Divorce Information Workshop for Women.
Our speakers will be Family Law Attorney Kelley Fazzini from the law firm of Hangley Aronchick Segal Pudlin & Schiller and Financial Planner Tim Seiders.
Our workshop is held at the Blue Bell campus of the Montgomery County Community College.
We begin at 9 AM. Doors open at 8:30.
This month we are waiving our normal $20 cost to attend the workshop.
Please call 215-699-6993 to register and to learn exactly where we will be on campus. For additional information please go to https://www.secondsaturday.com/regions/dvma/ or
http://onestop4you.com/secondsaturday

Where clients become friends!

02/08/2022

Please share this.
Note: New temporary location for February.
Do you know a woman who is hurting because of the state of her marriage?
If so, please tell her about this workshop.
This Saturday, February 12th, we will again offer our Second Saturday Divorce Information Workshop for Women.
Our speakers are Family Law Attorney Lydia Terill from the law firm of Terrill Family Law LLC , and Financial Planner Tim Seiders.
Our workshop is being held in the conference room at AVE luxury Apartments. 1600 Union Meeting Rd, Blue Bell.
We begin this month at 9:30 AM. Doors open at 9:15.
This month we are waiving our normal $20 cost to attend the workshop.
Please call 215-699-6993 to register and to learn exactly where we will be. For additional information please go to https://www.secondsaturday.com/regions/dvma/ or
http://onestop4you.com/secondsaturday

Where clients become friends!

Do you know someone who had medical bills that weren't covered by their insurance?With legislation passed in 2020 that i...
01/08/2022

Do you know someone who had medical bills that weren't covered by their insurance?
With legislation passed in 2020 that is now in effect, protective measures have been put in place.
The legislation and the rules are complicated.
Print or save this article as a reference should you or someone you know get medical bills that are beyond what was expected

Surprise medical bills have become increasingly common—and stressful. Now, thanks to the No Surprises Act, surprise medical bills may be a thing of the past.

Have you met Irmaa?If you are a single taxpayer, who is Medicare eligible, with modified adjusted income in 2020 of $91,...
11/15/2021

Have you met Irmaa?
If you are a single taxpayer, who is Medicare eligible, with modified adjusted income in 2020 of $91,001 or more ($182,001 for a couple),
you will be getting a letter from "Irmaa".
In it she will tell you that your Medicare Part B and Medicare Part D premiums are going to be subject to a surcharge. These surcharges are a minimum of $80/person/month.
There are five levels of surcharge. The cost for the highest level is $486/person/month.
With proper planning you might be able to reduce or avoid having to pay the surcharge.
Please contact me if you would like to discuss your circumstances.
The link below takes you to a fact sheet prepared by our friends at CMS. It contains more details about the standard Medicare Part B premium increase of 14.55% as well as the provisions surrounding Irmaa ( Income-related monthly adjustments amount).
It is estimated that about 7% of people with Medicare Part B will be subject to this surcharge.
https://www.cms.gov/newsroom/fact-sheets/2022-medicare-parts-b-premiums-and-deductibles2022-medicare-part-d-income-related-monthly-adjustment

The 2022 Social Security cost of living increase has been announced.
10/13/2021

The 2022 Social Security cost of living increase has been announced.

Social Security payments are set to rise 5.9% in 2022 for 68 million retirees, disabled people and others. That's the most since 1982.

10/03/2021

Please share this.
Do you know a woman who is hurting because of the state of her marriage?
If so, please tell her about this workshop.
This Saturday, October 9th, we will again offer our Second Saturday Divorce Information Workshop for Women.
Our speakers are Family Law Attorney Lydia Terill from the law firm of Terrill Family Law LLC , and Financial Planner Tim Seiders.
Our workshop is held at the Blue Bell campus of the Montgomery County Community College.
We begin at 9 AM. Doors open at 8:30.
This month we are waiving our normal $20 cost to attend the workshop.
Please call 215-699-6993 to register and to learn exactly where we will be on campus. For additional information please go to https://www.secondsaturday.com/regions/dvma/ or
http://onestop4you.com/secondsaturday
The original artwork is used with the permission of the artist Marylou Falstreau

Where clients become friends!

09/05/2021

Please share this.
Summertime can be especially challenging for a woman in a troubled marriage.
Do you know a woman who is hurting because of the state of her marriage?
If so, please tell her about this workshop.
This Saturday September 11th we will again offer our Second Saturday Divorce Information Workshop for Women.
Our speakers are Family Law Attorney Elizabeth Early from the law firm of High Swartz LLP, and Financial Planner Tim Seiders.
Our workshop is held at the Blue Bell campus of the Montgomery County Community College.
We begin at 9 AM. Doors open at 8:30.
This month we are waiving our normal $20 cost to attend the workshop.
Please call 215-699-6993 to register and to learn exactly where we will be on campus. For additional information please go to
http://onestop4you.com/secondsaturday
The original artwork is used with the permission of the artist Marylou Falstreau

Where clients become friends!

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1403 Oak Cir
Lansdale, PA
19446

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