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.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Do you have an estate strategy? You should.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.