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July 2023

Retirement Strategy: When and How to Update Your Retirement Plan

Submitted by 360Blue Financial Strategies on July 21st, 2023

While you and your trusted retirement professional will work to create an overall retirement strategy, this does not mean that you won't need to make changes along the way.

So, the question remains: When should you revisit your retirement strategy?

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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Retirement Strategy: Planning Your Retirement Lifestyle

Submitted by 360Blue Financial Strategies on July 21st, 2023

Some retirees succeed at realizing the life they want; others don't.

Fate aside, it isn't merely a matter of investment decisions that make the difference. There are certain dos and don'ts – some less apparent than others – that tend to encourage retirement happiness and comfort.

Retire financially literate.

Tags:
  • Retirement
  • Retirement planning
  • Read more

What To Know Before Retiring Early

Submitted by 360Blue Financial Strategies on July 12th, 2023

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to retire early. If you’re not prepared, you might run into complications. Here are a few things to consider before retiring early that no one talks about.

Will You Have Enough Money for Your Entire Retirement?

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
  • Read more

Retirement Planning: What do Military Families Need to Know?

Submitted by 360Blue Financial Strategies on July 12th, 2023

Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more knowledge, because you need to ensure that you meet all the military's qualifications and that you are taking full advantage of any veterans benefits coming your way.

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
  • Read more

The Surprising Student Debt Problem of High Earning Millennials

Submitted by 360Blue Financial Strategies on July 5th, 2023

Sixty-five percent of college seniors graduating from private or public college have accumulated student loan debt.1 That debt averages out to around $28,950 per graduate.2 And while student loan debt is a burden to any graduate, it can have a surprisingly negative effect on HENRYs, or those considered to be a high earner, not rich yet.

Tags:
  • College Savings
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Savings Accounts vs. Money Market Accounts

Submitted by 360Blue Financial Strategies on July 5th, 2023

When you want to stash away some of your money, it’s likely you’ll turn to the account options provided by local banks and credit unions. While it’s common to open a checking and savings account for easy access to your cash, it’s important to consider all of your options - including money market accounts (MMA).

Tags:
  • College Savings
  • Read more

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