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.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Knowing the rules may help you decide when to start benefits.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Marriage changes everything, including your insurance needs.
Second marriages are a trigger event to revisit any existing estate strategies.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Here is a quick history of the Federal Reserve and an overview of what it does.
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.
All about how missing the best market days (or the worst!) might affect your portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.