OneBite

Eating the Financial Elephant

OneBite® is a Top 50 Financial Advisor Blog powered by Hewins Financial Advisors. Founded in 2011, the digital magazine is dedicated to providing intelligent, in-depth coverage and analysis of the top financial and economic issues facing investors today.

Every week, OneBite’s nationally recognized subject matter experts and editorial partners cut through the complexity of the financial world and serve up educational commentary on topics like retirement, markets and investments, estate planning, college savings, taxes, life transitions, small business and more.

OneBite Blog - Eating the Financial Elephant - Powered by Hewins Financial
OneBite Blog - Eating the Financial Elephant - Powered by Hewins Financial
OneBite Blog - Eating the Financial Elephant - Powered by Hewins Financial
OneBite Blog - Eating the Financial Elephant - Powered by Hewins Financial
OneBite Blog - Eating the Financial Elephant - Powered by Hewins Financial

Our contributors’ work has been featured in some of the industry’s most highly regarded publications, including Forbes, CNBC, TIME, USA TODAY and Bloomberg Business.

Effective Transitions of Privately Held Businesses

Effective Transitions of Privately Held Businesses - OneBite
Over my years of practice, I have found that many of my estate planning clients have owned one or...
Tuesday, March 21, 2017

Webinar Recap: Is Your Policy Up to PAR? (Video)

Webinar Recap: Is Your Policy Up to PAR? (Video)
Here’s a quick pop quiz for you: on average, how much time do you spend maintaining your car each...
Tuesday, March 14, 2017

Is the Market Too High?

Is the Market Too High? OneBite
U.S. stocks seemed to be going higher and higher over the past couple of months. Whether or not you...
Monday, March 13, 2017

Breaking Down Your Employee Benefits

Breaking Down Your Employee Benefits - OneBite
When you think about your job and its impact on your life, what’s the first thing that comes to...
Wednesday, March 8, 2017

Are You Ready to Start a Family Office?

Are You Ready to Start a Family Office? OneBite
Depending on who you ask, the term, “family office”, can have a broad range of meanings, but the...
Tuesday, February 28, 2017

Navigating the Senior Care Conversation

Navigating the Senior Care Conversation - OneBite
They’re the people who have raised you to be who you are today — cheering you on through major life...
Wednesday, February 22, 2017

How to Build Your Financial Dream Team

How to Build Your Financial Dream Team - OneBite
On the first Sunday of February, millions of Americans tune into one of the most buzzed-about...
Tuesday, February 14, 2017

The Future of Fiduciary: What You Should Know Now

On Friday, February 3, President Trump signed a memorandum directing the United States Secretary of...
Sunday, February 12, 2017

How Can an $18.5-Trillion Behemoth Grow Faster?

How Can an $18.5-Trillion Behemoth Grow Faster? - OneBite Blog
The economy in the United States is enormous; the total value of all the goods and services...
Tuesday, February 7, 2017

Tax Reform in the Trump Presidency

Tax Reform in the Trump Presidency - OneBite Blog
On the first Monday of his presidency, President Trump met with business leaders at the White House...
Tuesday, January 31, 2017

Is Your Policy Up to PAR

Is Your Policy Up to PAR - OneBite Blog
This article was co-authored by Eric Donner, senior financial advisor at Hewins Financial Advisors...
Monday, January 30, 2017

The Essential Financial Checklist for 2017 Retirees – Part II

The Essential Financial Checklist for 2017 – Part II
Have a retirement date circled on the calendar for 2017? Congratulations! If you scoped out the...
Sunday, January 22, 2017

The Essential Financial Checklist for 2017 Retirees – Part I

The Essential Financial Checklist for 2017 Retirees – Part I
There is no doubt that 2017 will be a year of change for all of us. To start, we are kicking off...
Thursday, January 19, 2017

The Year of the Populist

The Year of the Populist - OneBite
Or how I learned to hate globalization and embrace my inner nationalist. 2016 was a year of...
Wednesday, January 11, 2017

Market Reflections for 2016

Market Reflections for 2016 - OneBite
What a year! From a tumultuous start, with concerns about the health of the Chinese economy and...
Monday, January 9, 2017

Finding a Financial Advisor That Is Right for You

Finding a Financial Advisor That Is Right for You - OneBite
We all engage professionals in our lives to add value — from our doctors to estate attorneys to...
Sunday, January 8, 2017

A New President and the Fiduciary Rule: What’s Next?

A New President and the Fiduciary Rule OneBite
On January 20, 2017, Donald Trump will be sworn into office as the 45th president of the United...
Thursday, January 5, 2017

7 Financial Resolutions for 2017

7 Financial Resolutions for 2017 OneBite Blog
“Exercise more.” “Eat better.” Like most people, you likely have a laundry list of fresh...
Tuesday, December 27, 2016

‘Tis the Season of Giving! 4 Strategies to Consider

‘Tis the Season of Giving! 4 Strategies to Consider OneBite
There’s something about the holiday season that inspires people to embrace the gift of giving....
Tuesday, December 20, 2016

Another Long-Term Care Insurer Withdraws From Market

Long-Term Care Insurer Withdraws From Market
We recently noted the announcement that major insurer, John Hancock, is withdrawing from the...
Wednesday, December 14, 2016

The Cost of Waiting (Video)

The Cost of Waiting Video - OneBite
Nearly 40 percent of Americans say that money is the biggest stress in their lives. That stress...
Tuesday, December 6, 2016

Preparing Your Finances for a Leave of Absence

Preparing Your Finances for a Leave of Absence - OneBite Blog
Whether planned or unexpected, many of us will likely need to take an extended leave from work at...
Tuesday, November 29, 2016

5 Finance Books for Your Winter Reading List

5 Finance Books for Your Winter Reading List - OneBite
With one of the fiercest election cycles in recent memory behind us, I’m willing to bet we’re all...
Monday, November 21, 2016

Maxed Out Your Retirement Accounts? Here’s an Alternative

Maxed Out Your Retirement Accounts? Here’s an Alternative
When planning for retirement, the majority of people place a primary focus on determining whether...
Wednesday, November 16, 2016

Define Cybersecurity Before You Can Refine Your Efforts

OneBite - Define Cybersecurity Before You Can Refine Your Efforts
The term “cybersecurity” is often broadly used to mean many things. Is it protecting your data...
Tuesday, November 15, 2016

Markets React to President Trump

Markets React to President Trump OneBite
The results are in. How did the financial markets respond to the new president-elect? Read about it...
Thursday, November 10, 2016

Business Culture — Why Core Values Matter

Business Culture — Why Core Values Matter OneBite
They shouldn’t be a laundry list of empty words shuffled to the back of a pamphlet or training...
Wednesday, November 2, 2016

The New Fiduciary Rule: Friend or Foe? (Webinar)

The New Fiduciary Rule: Friend or Foe? (Webinar) OneBite
We just wrapped up the most recent segment of our OneBite® Webinar series, “The New Fiduciary Rule...
Thursday, October 27, 2016

Alert: Proposed Regulations to Limit Intra-Family Discounts

Alert: Proposed Regulations to Limit Intra-Family Discounts OneBite
The U.S. Treasury Department recently proposed regulations that, if implemented, will dramatically...
Wednesday, October 26, 2016

5 Tax Moves to Make Before Year-End

5 Tax Moves to Make Before Year-End OneBite
Baseball playoffs and an election looming right around the corner — needless to say, there are a...
Wednesday, October 19, 2016

Ready To Start That Business? How To Prepare Your Finances

Ready To Start That Business? How To Prepare Your Finances
For some people, starting a business may sound like a great new adventure. Perhaps you’re no longer...
Thursday, October 13, 2016

A Look Back At The Markets: Third Quarter 2016

A Look Back At The Markets: Third Quarter 2016
After the excitement of the Brexit vote last quarter, markets calmed down in the third quarter, and...
Tuesday, October 11, 2016

3 Ways You Can Protect Your Business From The Unexpected

Protect Your Business - Now and in the Future
In September, we honored Life Insurance Awareness Month by sharing a few helpful tips for securing...
Friday, October 7, 2016

Alert: Are You Due For A Medicare Checkup?

Score Savings On Your Medicare Benefits
It has been estimated that nearly 90 percent of Medicare beneficiaries overspend on premiums for...
Wednesday, October 5, 2016

How Much Life Insurance Coverage Do You Need?

Roughly 1 in 3 Couples Have No Life Insurance At All
In 2015, NerdWallet conducted a survey on life insurance coverage among consumers; its findings...
Thursday, September 29, 2016

Market Sound Bite: A Volatile But Emerging World

A Volatile But Emerging World, OneBite
Bring back the Dramamine. After a summer of light chop in the markets, the heavier seas have rolled...
Thursday, September 22, 2016

Roth Vs. Traditional: What’s The Difference? (VIDEO)

Roth Vs. Traditional: What’s The Difference?
Are you ready to take your retirement savings to the next level? Depending on your current...
Wednesday, September 14, 2016