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.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Calculating your potential Social Security benefit is a three-step process.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The true cost of raising a child may be far more than you expect.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, cracking the code on bonds.
Are Real Estate Investment Trusts right for your portfolio?
Around the country, attitudes about retirement are shifting.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”