NEWS & BLOG

Intestate Succession Minnesota: A Simple Guide By Mike Rogers, AIF®, Founder and President of 360 Financial Mike Rogers is a fiduciary financial advisor with over 30 years of experience in the financial services industry as an investment advisor and financial planner. He founded 360 Financial in 1995 and holds series 7 and 63 security registrations with LPL […]

How a Fiduciary Financial Advisor in Minnesota Can Help By Mike Rogers, AIF®, Founder and President of 360 Financial Mike Rogers is a fiduciary financial advisor with over 30 years of experience in the financial services industry as an investment advisor and financial planner. He founded 360 Financial in 1995 and holds series 7 and 63 security […]

Whether you’re ten, twenty, or even thirty years from retirement, it’s important to start planning. Review the basics of retirement planning in Minnesota and get started. It’s never too early to start planning for retirement. Part of your planning will be considering expenses, taxes, and investments and how you want to live during retirement. 

    CLOSING OUT OUR EQUITIES OVERWEIGHT Stocks have had a nice run, but at higher prices, the bar for further gains gets higher. We have recently made the case in this publication that there are a lot of reasons to expect the market to go higher between now and year end. But with stocks […]

HELPING YOU KEEP MORE THROUGH BETTER PLANNING. April 21, 2023 Two specialist firms. One powerful team. With 360 Financial and Rapacki + Co. in your financial corner, you get one team of experienced specialists driving your personalized, comprehensive wealth planning and tax strategy to grow your wealth and save on taxes. Simple, yet comprehensive. ONE […]

April 20th, 2023 Getting Long-Term Care Planning Right PROBLEM: When it comes to planning a safe and secure retirement, long-term care (LTC) remains a confusing and unaddressed challenge to many people’s financial security. SOLUTION: In order to feel safe and secure about your retirement plan, you need a custom approach—a “real plan”—for how you’ll pay […]