NEWS & BLOG

Weekly Market Commentary
July 5, 2022

As the market appears to be taking a rest and consolidating its $2.7 trillion rally leading up to the Thanksgiving holiday, the historical pattern over the last five years suggests the shortened holiday week typically enjoys modest gains.

READ MORE >
WEBINAR: Lakes and Snow to Beaches and a Sunny Glow: Changing Residency from Minnesota
November 10, 2023

In the upcoming webinar, Mike Rogers, Joe Rapacki CPA, and the 360 team review the key things to consider when determining a retirement move from Minnesota to another State. Key factors to consider and will be covered in the webinar are tax policies (state income tax and exemptions for retirement income), the cost of living, healthcare availability, climate preferences, recreational opportunities, senior-friendly communities, Social Security benefits, estate planning, long-term care options, housing choices, and the impact on social and family ties.

READ MORE >
We are collecting for Toys for Tots!
November 10, 2023

We are collecting for Toys for Tots!

READ MORE >
What Happens to a Family Trust in a Divorce?
September 28, 2023

During a divorce, family trusts can be complex depending on their nature and structure. Typically, a trust’s provisions and whether assets were mixed with marital assets play a significant role in how they’re addressed in a divorce.

READ MORE >
How To Tell If a Financial Advisor Is a Fiduciary
October 25, 2023

Many investors prefer to work with a fiduciary financial advisor. But how do you know if your advisor is a fiduciary.?That’s what we cover in this post.

READ MORE >
How to Avoid Probate in Minnesota: A Comprehensive Guide
October 17, 2023

“How can I avoid probate in Minnesota?” You can avoid probate in Minnesota if you follow a solid estate planning process that includes working with an estate planning attorney, financial advisor, and accountant.

READ MORE >
View More Posts

Schedule a 15-minute Call

You can schedule a 15-minute introductory call to ask questions and find out how we can help you.

Schedule a 15-Minute Call