Wealth Management and Retirement Planning Simplified
At 360 Financial Group, we believe our clients deserve access to comprehensive wealth management services that address all their needs. Our personalized approach to financial planning focuses on four vital areas while taking into consideration both current and future objectives.
Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. Here are some of the reasons why you can feel confident choosing us.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Knowing your options when a CD matures can help you make a sound investment decision.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
It's easy to let investments accumulate like the junk in a junk drawer.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Here are five facts about Social Security that might surprise you.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.