Smart Wealth Blog

A financial advisor can play a crucial role in helping business owners seeking to manage and grow their business and personal wealth. 

Running a successful small business is a significant achievement.

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.

An inherited IRA is inherited money that has yet to be taxed. 

A fiduciary is a financial professional who is legally and ethically bound to act in the best interests of their clients.

This is a common question. But the truth is that you don't need a specific amount of money to see a financial advisor. 

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

One of my favorite things to say in a client meeting is: Did you know that you’re now "work optional"?

If you’re like me, you don’t mind paying the tax that you owe — but overpaying taxes…no thank you!

Nobody wants to pay more tax than they absolutely necessary. And that’s understandable. For many of us, tax is our biggest expense. 

Estate planning can be complex, and it’s not uncommon to make mistakes. 

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

Wealth management is a holistic approach to managing an individual's or family's financial situation and future planning.

Forecasting plays a pivotal role in financial planning. 

Your advisor’s actions must align with your needs and values, and they should take the time to get to know you and your goals. 

In this comprehensive guide, we'll dive into 5 essential sudden wealth tips to preserve your newfound financial abundance.

Sudden wealth can be a life-changing event that brings both excitement and anxiety. 

360 Financial News & Updates: Find out what's new at 360 Financial.

360 Financial Webinars 2024