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.
Sit, Stay, Rollover: A Guide to IRA Rollovers
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here are five facts about Social Security that might surprise you.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Have you explored all of your choices when it comes to managing your taxable income?
There are hundreds of ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?