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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A collection of tips from professional travelers.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When considering life insurance, it's important to understand your options.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Even low inflation rates can pose a threat to investment returns.
Women must be ready to spend, on average, more years in retirement than men.