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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Here's a breakdown of how the federal government spends your tax money.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Ascertaining the value of your business is important for a variety of reasons.
For homeowners who think their property taxes are too high, there are ways to appeal.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
There are hundreds of ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Agent Jane Bond is on the case, covering how bond laddering works.