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7 Steps to Take Before You File Your Taxes This Year

Submitted by 360Blue Financial Strategies on January 30th, 2023

Rushing to file your tax return before the deadline may mean making mistakes that could have been avoided. Even now, there is still plenty you can do to plan ahead and prepare before filing your taxes. Here are eight steps designed to help tax filers save money and avoid surprises when filing this year. 

Step #1: Figure Out Your Filing Status

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  • File
  • Financial Advice
  • Tax
  • taxes
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Tax Strategies for High Earners

Submitted by 360Blue Financial Strategies on January 25th, 2023

Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying this tax season.

Build Your Team of Professionals

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  • Financial Advisor
  • High Earners
  • Tax Strategies
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How to Get the Most Money Back on Your Tax Return

Submitted by 360Blue Financial Strategies on January 16th, 2023

Between gathering the necessary paperwork and working through complicated scenarios, tax season can be a stressful time. You’ve worked hard throughout the year, and you want to be sure you’re taking the right measures to get the maximum amount back on your return.

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  • Financial Advisor
  • Tax Return
  • taxes
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Estate Planning in 2023: Do You Have These Documents Prepared?

Submitted by 360Blue Financial Strategies on December 19th, 2022

Estate planning is an often complex financial process that nearly all investors should consider. It includes reviewing legal and tax implications, investment strategies and personal questions to ensure your estate is set up efficiently. 

As we ring in 2023, let’s look at some of the most important estate planning documents you should have prepared. 

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  • Documents
  • Estate Planning
  • Financial Advice
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Estate Planning: Wills and Probate

Submitted by 360Blue Financial Strategies on December 16th, 2022

While a will is a far more complicated document than a note, leaving a will for your family is not only a considerate move on your part; it may prevent your family from dealing with several hurdles and complications after your eventual passing. It’s a good idea to think carefully about making a plan for you and your estate when you die.

You have an estate.

Tags:
  • Estate Planning
  • Financial Planning
  • Probate
  • Wills
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Common Estate Planning Mistakes to Avoid

Submitted by 360Blue Financial Strategies on December 9th, 2022

One of the major problems that occur with preparing for one’s passing and financial distribution is that people frequently leave the matter to the very last minute and then make rushed decisions with bad information. This can cause common mistakes to occur that could be avoided with proper preparation.

Tags:
  • Estate
  • Estate Planning
  • Financial Advisor
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How to Create an Estate Plan

Submitted by 360Blue Financial Strategies on November 28th, 2022

You understand the importance of estate planning, but sometimes you aren’t sure where to start. No matter your net worth, you need a plan in place that can help your heirs understand your final wishes and distribute your estate properly.

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  • Estate Plan
  • Estate Planning
  • Financial Advisor
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Questions to Ask Your Financial Advisor Before Getting Started

Submitted by 360Blue Financial Strategies on July 6th, 2022

When you hire a financial advisor, you are entering a long-term relationship with a person who will know almost everything about your financial life. It is nearly impossible to know who to trust with your money especially when some financial advisors are only looking to line their pockets rather than offer the best investment advice. Hence the importance to carefully vet potential candidates.

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  • Financial Planning
  • Getting Started
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Top 5 Things You Should Always Share With Your Financial Advisor

Submitted by 360Blue Financial Strategies on June 24th, 2022

 

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  • Financial Advisor
  • Financial Planning
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6 Common Pre-Retirement Mistakes that Cost Dearly

Submitted by 360Blue Financial Strategies on June 15th, 2022

 

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  • Financial Planning
  • Retirement
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