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You've Inherited an IRA. Now What?

Submitted by 360Blue Financial Strategies on March 13th, 2023

If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions ⁠— what are the next steps and what happens now?

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What is My Tax Bracket for the 2023 Tax Year?

Submitted by 360Blue Financial Strategies on February 8th, 2023

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024.

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  • Tax
  • Tax Bracket
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Tax Strategies for High Earners

Submitted by 360Blue Financial Strategies on January 25th, 2023

Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying this tax season.

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  • High Earners
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How to Get the Most Money Back on Your Tax Return

Submitted by 360Blue Financial Strategies on January 16th, 2023

Between gathering the necessary paperwork and working through complicated scenarios, tax season can be a stressful time. You’ve worked hard throughout the year, and you want to be sure you’re taking the right measures to get the maximum amount back on your return.

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  • Tax Return
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Common Estate Planning Mistakes to Avoid

Submitted by 360Blue Financial Strategies on December 9th, 2022

One of the major problems that occur with preparing for one’s passing and financial distribution is that people frequently leave the matter to the very last minute and then make rushed decisions with bad information. This can cause common mistakes to occur that could be avoided with proper preparation.

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  • Estate
  • Estate Planning
  • Financial Advisor
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How to Create an Estate Plan

Submitted by 360Blue Financial Strategies on November 28th, 2022

You understand the importance of estate planning, but sometimes you aren’t sure where to start. No matter your net worth, you need a plan in place that can help your heirs understand your final wishes and distribute your estate properly.

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  • Estate Planning
  • Financial Advisor
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Questions to Ask Your Financial Advisor Before Getting Started

Submitted by 360Blue Financial Strategies on July 6th, 2022

When you hire a financial advisor, you are entering a long-term relationship with a person who will know almost everything about your financial life. It is nearly impossible to know who to trust with your money especially when some financial advisors are only looking to line their pockets rather than offer the best investment advice. Hence the importance to carefully vet potential candidates.

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  • Financial Planning
  • Getting Started
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Top 5 Things You Should Always Share With Your Financial Advisor

Submitted by 360Blue Financial Strategies on June 24th, 2022

 

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Where Will You Live in Retirement?

Submitted by 360Blue Financial Strategies on April 22nd, 2022

When it comes to making a decision surrounding where you will spend your retirement, the options are seemingly endless. Whether you enjoy the coast or have imagined relaxing in the mountains with only the concern of which hike to conquer that day, deciding where and how to spend your retirement years should be exciting.

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  • Financial Advisor
  • Financial Planning
  • Retirement
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You Received Unemployment Benefits in 2021. What Does That Mean for Your Taxes?

Submitted by 360Blue Financial Strategies on March 2nd, 2022

Losing a job is tough, especially when it's by no fault of your own. In the event that you find yourself unexpectedly without a stream of income, you may be eligible to receive unemployment benefits. The application process, criteria and benefit amount will vary state-by-state, but this benefit is designed to help out-of-work individuals cover basic expenses.

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  • taxes
  • Unemployment
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