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Get a clear summary of key policy, tax, and market themes from 2025 - plus planning opportunities for 2026 we are watching next. Get our latest newsletter here.

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Each week you can listen to the Wise Money Guy's Weekly Radio Show Live on KSTE 650am Saturdays at 11am. You can also listen to the Wise Money Guys streaming Podcast.

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Welcome to OneSource Wealth Management

At OneSource Wealth Management we are Retirement Investment and Financial Planning Experts dedicated to serving you, a member of our community.

We specialize in helping people who are retired or about to retire enchance and protect their investment portfolios.

The professionals at OneSource share a commitment to delivering results beyond expectation and to providing clients with unparalleled personal service and care.

In all aspects of our business endeavors, our client's interests come first. We hold ourselves to the highest advisory standard levels when providing guidance, performance and service for all your Investment and Financial Planning needs.

If you are tired of less than adequate results and service, please call us today or click and complete the Contact Us information to schedule your no obligation consultation or Call 916-967-3500.

We look forward to helping you exceed your financial dreams.

Best Regards,

John Scambray,CPM
Chief Executive Officer

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck