Servicing business owners and their employees

Welcome to the Onesource Benefit Planning website. My company believes that good financial decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.
This site will not only introduce you to my company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me dmerideth@financialguide.com or call 520-293-9300 Ext 17.
Newsletters
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
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Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.