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Financial Planning

Why You Should Plan Taxes 2 Years at a Time

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

Let's admit it: Planning for taxes is not the most fun activity. There are likely (many) other things you would rather be doing. But accurate tax planning is important for your overall financial health.

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  • Tax Planning
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Estate Planning: Wills and Probate

Submitted by 360Blue Financial Strategies on December 16th, 2022

While a will is a far more complicated document than a note, leaving a will for your family is not only a considerate move on your part; it may prevent your family from dealing with several hurdles and complications after your eventual passing. It’s a good idea to think carefully about making a plan for you and your estate when you die.

You have an estate.

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  • Estate Planning
  • Financial Planning
  • Probate
  • Wills
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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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  • Financial Planning
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6 Common Pre-Retirement Mistakes that Cost Dearly

Submitted by 360Blue Financial Strategies on June 15th, 2022

 

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  • Financial Planning
  • Retirement
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How to Invest After You Retire

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

 

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  • Financial Planning
  • Invest
  • Retire
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4 Most Common Money Mistakes for Pre-Retirees

Submitted by 360Blue Financial Strategies on May 27th, 2022

Nearing retirement, your thoughts start to drift farther and farther away from the job at hand and closer to what you’ll be able to do in all that free time - catch up on some reading, enjoy an afternoon on the back nine or travel the world with your husband or wife.

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  • Financial Planning
  • Pre-Retiree
  • Retirement
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5 Compelling Reasons to Consider Working in Retirement

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

In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting. Labor force participation among those aged 65-74 is predicted to reach 32 percent by 2022, up from just 20 percent in 2002.1 As the Baby Boomer generation ages, more people are viewing retirement as an opportunity to enjoy the rewards of work in a whole new way.

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  • Financial Planning
  • Retirement
  • Working
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Should You Take Social Security Early in Light of an Unexpected Event?

Submitted by 360Blue Financial Strategies on April 29th, 2022

For those between the ages of 62 and 70, you have the opportunity to begin claiming your Social Security benefits, whether you were planning to or not. This “safety net” of sorts could be an appealing opportunity to replace the income you may have lost due to an unexpected event, but this is a decision that shouldn’t be taken lightly.

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  • Financial Planning
  • Social Security
  • Unexpected Event
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How to Estimate What Your Social Security Payments Will Be

Submitted by 360Blue Financial Strategies on April 29th, 2022

In 2019, the average monthly social security benefit for retired workers was $1,471.1 Whether this amount seems like a lot or a little will depend on your current income.

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  • Financial Planning
  • Payments
  • Social Security
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