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How to Create a Financial Plan
Submitted by 360Blue Financial Strategies on January 1st, 2020Top Strategies for Charitable Giving
Submitted by 360Blue Financial Strategies on November 27th, 2019.png)
We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.
But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.
Should You Have a Living Trust?
Submitted by 360Blue Financial Strategies on October 21st, 2019
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.
Annual Financial To-do List
Submitted by 360Blue Financial Strategies on October 10th, 20197 Questions to Ask Your CPA Before Year-End
Submitted by 360Blue Financial Strategies on October 9th, 2019Top 15 Money Management Tips
Submitted by 360Blue Financial Strategies on April 1st, 2019
We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.
However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help:
First Time Investing for 20-Somethings
Submitted by 360Blue Financial Strategies on August 1st, 2018
Things To Do Before Purchasing a Home
Submitted by 360Blue Financial Strategies on August 1st, 2018.png)
You’ve finally decided that it’s time to buy a house. Your family looks at area listings and picks out a few homes to view. In the process, you find the house of your dreams, only to watch it slip away as another potential buyer puts a bid on it, backed by their preapproval, whereas you don’t even know what your credit score is.
Best Tax Friendly Places to Live for Retirees
Submitted by 360Blue Financial Strategies on July 12th, 2018If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes numerous taxes on social security, pensions, and other retirement income.