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Saving Your Elderly Parents from Financial Fraud

Submitted by 360Blue Financial Strategies on January 20th, 2020

Elders are financially defrauded in this country on a daily basis. Only a few of these crimes are made public. In fact, the National Adult Protective Services Association (NAPSA) estimates that only 1 in 44 cases of elder financial abuse are reported.

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  • Personal Finance
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How to Create a Financial Plan

Submitted by 360Blue Financial Strategies on January 1st, 2020

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you may think.

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Top Strategies for Charitable Giving

Submitted by 360Blue Financial Strategies on November 27th, 2019

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.

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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.

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Annual Financial To-do List

Submitted by 360Blue Financial Strategies on October 10th, 2019

Annual Financial To-Do List

Things you can do for your future as the year unfolds.

Tags:
  • taxes
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7 Questions to Ask Your CPA Before Year-End

Submitted by 360Blue Financial Strategies on October 9th, 2019

Given the complex tax situation many high-income earners face, start tax planning in the fall while there is still time to make adjustments. These seven questions can help you spot problem areas and better understand the services you may need.

 

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  • taxes
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Top 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: 

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First Time Investing for 20-Somethings

Submitted by 360Blue Financial Strategies on August 1st, 2018

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

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Things To Do Before Purchasing a Home

Submitted by 360Blue Financial Strategies on August 1st, 2018

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.

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Best Tax Friendly Places to Live for Retirees

Submitted by 360Blue Financial Strategies on July 12th, 2018

If 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.

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