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.
The Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
To choose a plan, it’s important to ask yourself four key questions.
Military families face unique challenges, making personal finance even more critical.
An increasing number have been developed to help individuals with their personal finances.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What are your options for investing in emerging markets?
Here are five facts about Social Security that might surprise you.