Smart Wealth Blog

How 360 Financial's fiduciary advisors in Wayzata help Lake Minnetonka-area families coordinate estate plans with investments, retirement, and tax strategies.

Rogers, MN residents and business owners: 360 Financial's CFP and CPA team offers year-round tax planning connected to your full financial picture. Elk River office nearby.

St. Michael residents and business owners: 360 Financial's CPA and CFP team offers tax planning built around your full financial picture. Elk River office, Twin Cities metro.

How 360 Financial's fiduciary advisors in Elk River help Sherburne County families coordinate estate plans with investments, retirement, and tax strategies.

How 360 Financial's fiduciary advisors near Rogers, MN coordinate estate plans with investments, retirement, and tax strategies for northwest metro families.

Minneapolis residents: 360 Financial's CPA and CFP team integrates tax strategy into your full financial plan. Serving the Twin Cities from offices in Wayzata and Elk River.

What do I need to know about financial planning for executives? If you’re an executive aiming to achieve a work-optional lifestyle, financial planning is key. The cornerstone of financial planning for executives is tax strategy.

If you’re planning on retiring in Minnesota, the first thing to know is that it’s not the most tax-friendly state. Income tax rates can reach nearly 10% and there’s an estate tax on assets above $3 million per person. That makes proper planning essential.

Intestate succession laws in Minnesota apply when a person dies without a will.

It’s important to understand the basics of how Minnesota law treats these trusts in divorce scenarios.

The appropriate fee for a financial advisor can vary widely. Typically, you might see fees structured as a percentage of AUM.

As a business owner, you've worked hard to build something meaningful — something that supports your family, your employees, and your legacy.

An investment advisor is a strategic partner who aims to help you manage risk, grow wealth, and align your finances with your broader goals.

Do you have a 403(b) in Minnesota? The 403(b) is your financial ally in the land of retirement savings.

Should you pay to work with a financial advisor? Is a financial advisor worth it...? We'll talk about that and more in today's blog.

If you’re wondering how to tell if a financial advisor is a fiduciary these five steps will help.

Find the ideal fiduciary financial advisor in Minneapolis—explore our 7 essential tips for smarter financial planning.

One way to manage your investments better is by leveraging tax-efficient strategies to help minimize your tax burden.

A financial advisor is a broad term for anyone offering financial advice. This includes professionals who help with investments, retirement

As we welcome the start of 2025, it’s the perfect time to reflect on the past year and look ahead to new opportunities and challenges.