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How She Saved $29,000 on Her Tax Return with a Solo 401k Strategy
If you’re like me, you don’t mind paying the tax that you owe — but overpaying taxes…no thank you!
2 min read
Is a Roth Conversion Your Ticket to Saving $100k?
Nobody wants to pay more tax than they absolutely necessary. And that’s understandable. For many of us, tax is our biggest expense.
3 min read
How to Make Sure You Don’t Accidentally Disown Your Grandchildren with Per Stirpes
Estate planning can be complex, and it’s not uncommon to make mistakes.
3 min read
What Is the Difference Between Financial Planning and Wealth Management?
A wealth management team will provide custom strategies that align with your family’s vision and values.
4 min read
What Is the Difference Between Wealth Management and Investment Banking?
Wealth management is a holistic approach to managing an individual's or family's financial situation and future planning.
3 min read
What Is the Role of Forecasting in Financial Planning?
Forecasting plays a pivotal role in financial planning.
4 min read
When To Change Financial Advisors
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.
6 min read
What to Do If You Suddenly Become Rich
In this comprehensive guide, we'll dive into 5 essential sudden wealth tips to preserve your newfound financial abundance.
4 min read
Sudden Wealth Advice: How to Manage a Sudden Wealth Increase
Sudden wealth can be a life-changing event that brings both excitement and anxiety.
15 min read
360 Financial News & Updates
360 Financial News & Updates: Find out what's new at 360 Financial.
3 min read
What Is the Purpose of Goal Setting in the Financial Planning Process?
If you are not coordinating your overall goals with your financial plan, then something is broken.
7 min read
403(b) Rollover to IRA: Tax Treatment and Steps When Doing Rollovers
A 403(b) rollover transfers funds from plans by nonprofits or schools to an IRA or other retirement account.
18 min read
Why Is Insurance Important in Financial Planning?
Insurance plays a critical role in financial planning by providing a safety net for unexpected events.
5 min read
What Are Three Main Elements That Affect Overall Financial Planning?
Asset allocation, tax planning, and estate planning are three main elements that affect overall financial planning.
9 min read
Charitable Giving: How Small Business Owners Can Make a Big Impact
Charitable giving is an excellent way for businesses to help others while taking advantage of additional tax breaks.
3 min read
360 Financial Webinars 2023
2023 Webinars Retirement Planning for Business Owners Secure 2.0 Updates: Changes to Know for Retirement Getting Long-Term Care Planning...
7 min read
Your Traditional 401(k) Year-End Review Checklist
A 401(k) plan is one of the most popular and effective techniques for saving for your retirement.
4 min read
What Does a Fiduciary Financial Advisor Do?
A fiduciary financial advisor helps you to navigate complex financial planning and wealth management strategies.
4 min read
Is It Ever Wise to Choose a Financial Advisor Who Is Not a Fiduciary?
Is it smart to pick a non-fiduciary financial advisor if they're trusted and you're comfortable with them?
4 min read
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