INNOVATION, EXPERTISE, EMPLOYEE BENEFITS,
RETIREMENT PLANS, WEALTH ADVISORY SERVICES, AND A UNIQUE VISION
We partner with our clients and their businesses to provide unique programs outside that of the traditional model.
Fortune 360 Group offers the personalized attention, customized strategies, and continuous guidance. Our innovative approach provides a structured process, which we proudly refer to as #The360Advantage.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
What can be learned from the savings rate?
There are four very good reasons to start investing. Do you know what they are?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What does the Tax Reform and Jobs Act mean for you?
When to start? Should I continue to work? How can I maximize my benefit?
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Women must be ready to spend, on average, more years in retirement than men.
The decision whether to buy or rent a home may have long-term implications.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is your plan for health care during retirement?