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Iris Sagrado | Apr 27, 2022

How to Make Your Money Last in Retirement

Financial Planning
Money
retirement

Since there is no exact timeline on how long we will live or what our future may hold, it’s understandable to have questions and concerns about the road ahead. 

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Iris Sagrado | Apr 22, 2022

Where Will You Live in Retirement?

Financial Advisor
Financial Planning
retirement

When it comes to making a decision surrounding where you will spend your retirement, the options are seemingly endless. Whether you enjoy the coast or have

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creative ways to earn passive income
Iris Sagrado | Apr 15, 2022

Creative Ways to Earn Passive Income in Retirement

Financial Planning
Passive Income
retirement

Passive income is money earned in a way that doesn’t require much active effort, traditionally through investments or stake in a business. Active income, on the

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Iris Sagrado | Mar 25, 2022

What is the Difference Between a Tax Credit and a Tax Deduction?

Financial Planning
Tax Credit
Tax Deduction

When it comes to preparing your taxes, the idea of tax credits and tax deductions can be music to any taxpayer’s ears. That’s because both are used to lower the

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Iris Sagrado | Mar 2, 2022

You Received Unemployment Benefits in 2021. What Does That Mean for Your Taxes?

Financial Advisor
taxes
Unemployment
Unemployment Benefits

Losing a job is tough, especially when it's by no fault of your own. In the event that you find yourself unexpectedly without a stream of income, you may be

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2022 contribution limits
Iris Sagrado | Feb 4, 2022

2022 Contribution Limits

2022
Contributions Limits
Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (IRS) announced new contribution limits for 2022. Staying
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Iris Sagrado | Jan 21, 2022

It's Time To Refresh Your Financial Strategy and Align Your Life

Financial Wellness
Personal Finance

January Is National Financial Wellness Month

At 360Blue, we welcome Financial Wellness Month, a time to remind people to plan and update their financial

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Iris Sagrado | Dec 22, 2021

Estate Taxes Might Be Amended Soon

Estate
Estate Planning
Financial Planning
taxes

Estate Taxes May Be Amended Soon
 What to know about the budget reconciliation bill.

To help raise revenue to pay for President Biden’s Build Back Better Plan

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Blog header images (14)
Iris Sagrado | Nov 29, 2021

Estate Planning after a Second Marriage

Estate
Estate Planning
Marriage
Second Marriage

Estate Planning After a Second Marriage

Special considerations for a complex situation.

 

Marrying again makes estate planning more involved. How do you

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Iris Sagrado | Oct 11, 2021

Parents Want to Know: Will My Child Make a Good Salary After College?

College
Parents
Salary

With all of the cost and stress of sending children to college, parents want their graduates equipped to get high-paying jobs quickly. Find out which schools

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Iris Sagrado | Oct 8, 2021

4 Ways to Evaluate a Financial-Aid Award Letter

Award Letter
College
Financial Aid

Financial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate what you are really getting. Better knowledge just might

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Iris Sagrado | Oct 1, 2021

10 Tips for Maximizing Financial Aid

College
Financial Aid
College tuition is so expensive that even high-income families can get offers of financial aid. Your first step is to complete the federal forms, and then
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