Skip to main content
360Blue Financial Strategies
 
630-318-7400 info@threesixtyblue.com Client Login
Wealth Management Pricing About Us Resources Contact Us

    You are here

  1. Home
  2. taxes

taxes

Annual Financial To-do List

Submitted by 360Blue Financial Strategies on October 10th, 2019

Annual Financial To-Do List

Things you can do for your future as the year unfolds.

Tags:
  • taxes
  • Read more

7 Questions to Ask Your CPA Before Year-End

Submitted by 360Blue Financial Strategies on October 9th, 2019

Given the complex tax situation many high-income earners face, start tax planning in the fall while there is still time to make adjustments. These seven questions can help you spot problem areas and better understand the services you may need.

 

Tags:
  • taxes
  • Read more

A Summary of 2018 Tax Changes

Submitted by 360Blue Financial Strategies on May 14th, 2018

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018.

Tags:
  • taxes
  • Read more
  • « first
  • ‹ previous
  • 1
  • 2

Categories

  • #insurance (1)
  • 2022 (1)
  • 401K (1)
  • Athletes (1)
  • Award Letter (1)
  • Choices (1)
  • College (10)
  • college education (3)
  • college planning (10)
  • College Savings (9)
  • Contributions Limits (1)
  • Documents (1)
  • Education planning (8)
  • Estate (3)
  • Estate Plan (1)
  • Estate Planning (6)
  • Estate Taxes (1)
  • FAFSA (1)
  • File (1)
  • Financial Advice (3)
  • Financial Advisor (10)
  • Financial Aid (2)
  • Financial Planning (23)
  • Financial Planning Month (1)
  • Financial Professional (1)
  • Financial Strategies (2)
  • Financial Wellness (1)
  • Funding (1)
  • Getting Started (1)
  • High Earners (1)
  • Higher Ed (1)
  • Invest (1)
  • IRA (1)
  • Marriage (1)
  • Money (1)
  • October (1)
  • Parents (1)
  • Passive Income (1)
  • Payments (1)
  • Personal Finance (11)
  • Pre-Retiree (1)
  • Probate (1)
  • Required Minimum Distribution (1)
  • Retire (1)
  • Retireees (1)
  • retirees (1)
  • Retirement (22)
  • Retirement Plan Rollovers (1)
  • Retirement planning (7)
  • Salary (1)
  • Second Marriage (1)
  • Social Security (2)
  • Student Loans (1)
  • Tax (4)
  • Tax Bracket (1)
  • Tax Credit (1)
  • Tax Deduction (1)
  • Tax Planning (1)
  • Tax Return (1)
  • Tax Strategies (1)
  • taxes (13)
  • taxes, retirement, personal finance, Financial Planning (7)
  • Tips (1)
  • Unemployment (1)
  • Unemployment Benefits (1)
  • Unexpected Event (1)
  • Value (1)
  • Wills (1)
  • Working (1)
Not Sure How to Get Started?

Take a short quiz about your financial outlook and let's see how 360Blue can best serve you.

Start the Quiz

Sign up to our newsletter

Sign up to receive tips about investment strategies, retirement planning, saving for college and more.

What We Offer

Wealth Management Pricing About Us

Resources

Blog FAQ Quarterly Economic Updates Industry Links Events

Client Login

Axos Login Charles Schwab Login 360Blue Plan Portal

Contact Us

630-318-7400 info@threesixtyblue.com 15 Spinning Wheel Road, Suite 211
Hinsdale, Illinois 60521
159 North Sangamon Street, Suite 200
Chicago, IL 60607
(By appointment only)

Securities and Advisory Services offered through United Planners Financial Services Member: FINRA, SIPC. 360Blue Financial Strategies and United Planners are not affiliated.

Check the background of your financial professional on FINRA's BrokerCheck 

This information is intended for use only by residents of  AZ, CA, CO, FL, IL, MI, MO, NV, OH, UT, VA, WI Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ, FL, IL, MI, OH, VA, WI.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

© 360Blue Financial Strategies. All rights reserved.
Terms & Conditions Privacy Policy

© 2025 360Blue Financial Strategies. All rights reserved.

Website Design For Financial Services Professionals