There are four basic steps to calculating the value of an estate.
MY360WEALTH.COM
Four Steps to Valuing an Estate
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
MY360WEALTH.COM
To Buy or Not to Buy
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
MY360WEALTH.COM
Understanding Homeowner’s Insurance
If you thought that payouts from life insurance are tax-free in all cases, think again.
MY360WEALTH.COM
When Life Insurance Becomes Taxable
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
MY360WEALTH.COM
How Will Working Affect Social Security Benefits?
When the rules of the game change, tactics should follow in response to the new landscape.
MY360WEALTH.COM
Revising Estate Strategy Assumptions
Learn the language of life insurance.
MY360WEALTH.COM
Term vs. Permanent Life Insurance
That big list of dreams and goals isn't the only way to look at your bucket list.
MY360WEALTH.COM
A New Way to Look at Your Bucket List
An ILIT could play a role in your estate strategy.
MY360WEALTH.COM
A Primer on Irrevocable Life Insurance Trusts
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Three tips for giving smart from the heart.
MY360WEALTH.COM
Charitable Giving: Smart from the Heart
Buying a home may be your largest financial commitment. Which loan is best for your situation?
MY360WEALTH.COM
Fixed or Variable Mortgage, Which Should You Pick?
Being healthy may help your personal finances.
MY360WEALTH.COM
Putting a Price Tag On Your Health
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
MY360WEALTH.COM
When Special Care Is Needed: The Special Needs Trust
Here are 4 unexpected locations that make great places to #raise your #family.
MY360WEALTH.COM
Four Great, Unexpected Places to Raise a Family
Ben Franklin used compound interest to make big contributions to his two favorite cities.
MY360WEALTH.COM
The Power of Compound Interest
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
MY360WEALTH.COM
9 Facts About Social Security
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Three tips for giving smart from the heart.
MY360WEALTH.COM
Charitable Giving: Smart from the Heart
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
MY360WEALTH.COM
Insurance Needs Assessment: When You're Young and Single
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
MY360WEALTH.COM
Understanding Marginal Income Tax Brackets
Tax time can be a good time to give your household budget a checkup.
MY360WEALTH.COM
Budget Check Up: Tax Time Is the Right Time
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
MY360WEALTH.COM
Ways to Supplement Your Medicare Coverage
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
MY360WEALTH.COM
Monthly Market Insights | February 2021
The tax rules that govern donating art are complex and confusing. #taxes #art
MY360WEALTH.COM
Donating Art: Taxation Abstraction
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
MY360WEALTH.COM
Medicare Advantage 101
Business owners should consider a succession plan sooner rather than later.
MY360WEALTH.COM
Succeeding at Business Succession
Learn more about whether you need to pay estimated taxes.
MY360WEALTH.COM
You May Need to Make Estimated Tax Payments If…
