Fortune 360 Group was founded with a unique vision in mind to offer sophisticated expertise
in employee benefits, retirement plans, and wealth management services.
As an innovative advisory firm with over 100 years of collective experience we act as a sounding board, coach, and consultant and become partners with our clients and their businesses, enabling us to create unique programs outside that of the traditional model. Our all-inclusive, open-architecture approach allows the Fortune 360 Group to offer the personalized attention, customized strategies, and continuous guidance for individuals, mid, and large sized firms.
Our innovative approach, which is the 360º Advantage, inspires business professionals to ask themselves the hard questions that keep them up at night.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Do your insurance needs stay the same when the nest empties?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Six overlooked tax deductions to help manage your tax bill.
Here are five facts about Social Security that are important to keep in mind.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.