Financial decisions can feel overwhelming — especially when headlines are loud and clarity is rare. At Financial 1 Wealth, our mission has always been to educate first, simplify the complex, and help families make informed decisions with confidence.

That commitment has led to our insights being featured in respected media outlets, where we share thoughtful perspectives on tax planning, investments, retirement strategy, and protecting family legacy.

Featured In the Book by Stanley McCluskey

Divorce is Worse Than Death

Excerpt from the book: “Tatyana Bunich of Financial 1 Wealth Management Group advocates scheduling a meeting with a financial advisor with post-divorce finance experience once the divorce is final. She recommends waiting because up until then the partners arc either working between themselves or are working with their lawyer or mediator to assist them with developing a final settlement. A financial advisor can assess the post-divorce financial status of the new divorcee to protect against possible tax issues after settlement and review financial accounts, retirement plans, and current life insurance policies to ensure the ex is no longer a beneficiary or joint owner on any accounts. If there are children, it is also important to discuss the creation of a will and last testament to protect estate inheritance especially in the case of remarriage.”

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Many married millennials are keeping separate bank accounts — here are the pros and cons of shared finances

Millennials are doing things differently from past generations, especially when it comes to their cash.
According to a study by Bank of America, 28 percent of millennial couples are more inclined to keep finances separate than older generations, and when considering starting a family, finances have a major impact.
Not only that, but 25 percent of millennials polled in the BofA survey noted that finances are a top source of tension in their household, which may be one reason millennial couples are keeping some of their assets separate when getting married.

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What You Need to Know About Hybrid Long-Term-Care Insurance

Policies that combine life and long-term-care coverage are getting more popular
More people in their 50s and 60s are starting to consider hybrid products that combine long-term-care coverage with potential life-insurance benefits.
There were 260,000 such policies sold last year nationwide according to industry-funded research firm Limra—considerably more than the 66,000 traditional long-term-care policies.

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Stocks rise on U.S.-China trade optimism, but end well off session highs

Huawei executive out on bail, Trump says he’ll intervene if needed
U.S. stocks came off session highs but still closed higher Wednesday after a series of developments boosted expectations that a U.S.-China trade deal could be reached in the coming months.

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Tax-Savvy Ways to Manage an Inheritance

Receiving an inheritance is helpful, but don’t let the potential tax bill surprise you.
WHEN IT COMES TO inheritance, it’s typically more gratifying to think about how to spend the newfound money than what the tax consequences might be. But earning a payout from a deceased relative comes with its own complicated tax repercussions. And spending the gifted money too quickly or thoughtlessly could result in an unexpectedly high tax bill.
So how can heirs ensure that they’re thinking about taxes when benefiting from an inheritance? Here’s what to know about tax-savvy ways to manage inherited wealth.

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