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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Military families face unique challenges, making personal finance even more critical.
Earnings season can move markets. What is it and why is it important?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
For many, retirement includes contributing their time and talents to an organization in need.
This worksheet can help you estimate the costs of a four-year college program.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
Here are five facts about Social Security that might surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
There’s an alarming difference between perception and reality for current and future retirees.