Smart Wealth Blog

Bloomington, MN wealth management from 360 Financial: CFP professionals and CPAs working under a fiduciary standard from our Wayzata and Elk River offices.

Choosing a wealth management team in Elk River, MN? See what to ask about fees, farm succession, business transitions, and 360 Financial's fiduciary CFP team.

Choosing a wealth management team in Wayzata, MN? See the questions worth asking about fees, coordination, and taxes, plus how 360 Financial's CFP team works.

Rogers, MN is growing fast, and so is the complexity of local finances. See how to choose a wealth management team and meet 360 Financial's fiduciary process.

Whether there is a capital gains tax on inherited property in Minnesota depends on how the money is inherited.

As a Minnesotan, considering a living trust is a great step towards making sure your assets are protected. We'll cover how to create one.

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

A wealth management team will help you with tax planning, investment management, estate planning, and retirement planning.

Generational wealth planning is about creating a thoughtful strategy to accumulate, preserve, and pass on your wealth in a way that benefits your family for decades to come.

Inheritance is not generally considered marital property in Minnesota.

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

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

The terms wealth advisor and financial advisor are often used interchangeably, but they are not the same.

When choosing a wealth manager, you should look at the wealth manager's designations and who they typically help.

Wealth management allows high-net-worth individuals and business owners to optimize how their assets are managed and plan for the future.

Wealth planning seeks to ensure that financial resources are aligned with one's personal values and future objectives.

If you're wondering whether you need a financial advisor, you probably do.

Building and preserving generational wealth are two interconnected but distinct processes. They have their own steps and strategies.

A sudden wealth event may include winning the lottery, receiving a large inheritance, or selling a business or property for a substantial pr

A wealth management team will provide custom strategies that align with your family’s vision and values.