June 26, 2024 | Financial Planning
Monthly Memberships
In the last few years, we’ve become accustomed to many convenient services, many offered via subscriptions. Now, in the old days, if you had a ...
Learn MoreMonthly Memberships
In the last few years, we’ve become accustomed to many convenient services, many offered via subscriptions. Now, in the old days, if you had a few magazines or newspapers stacked up, you might not pay to continue your service. Today’s subscriptions typically offer autopay, which is convenient and quickly forgotten for many.
C&R Research reports that the average American spends $219 per month on subscriptions for things like streaming services, news websites, and even regular deliveries of our most often-used goods, such as beans or pet food.1
There is also increasing evidence that these subscriptions are getting out of hand for some households. Many find themselves with an unclear idea of how much they are spending on their services, in many cases underestimating the amounts by upwards of $100 per month.2
Schedule a meeting with a member of our advisory team
Blogs for June 2024
June 24, 2024 | Estate planning
Using Multiple Trusts to Build a Lasting Legacy
Understanding the Need for Estate Planning Estate planning is often overlooked until it’s too late, but it’s crucial emphasize the importance of proactive planning. As ...
Learn More
June 21, 2024 | Insurance & Risk Management Services
Do You Need Disability Insurance?
Think you don’t need disability coverage? Think again. We draft a will. Create an estate strategy. And purchase life insurance. But few of us consider ...
Learn More
June 19, 2024 | Investment Planning
Understanding Money Market Funds
A money market fund, not to be confused with a money market account, is a type of mutual fund that invests in instruments like cash ...
Learn More
June 17, 2024 | Financial Planning
How Financial Frictions Hinder Innovations
A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a trade-off between investing in existing ideas and pursuing new ones. ...
Learn More
June 14, 2024 | Estate planning
Is Hiring a Professional Trustee the Right Choice for Your Trust?
When creating a trust, one of the most important decisions you’ll make is who will manage it. You can choose a friend or family member, ...
Learn More
June 12, 2024 | Financial Planning
5 Budgeting Myths That Stop People from Saving
Budgeting is crucial for managing your money well. However, many people avoid it because they believe certain myths. Let’s break down these common misconceptions and ...
Learn More
June 10, 2024 | Business Planning
The Kids Are Alright, But Are They Right for the Family Business?
Passing down a family business can be both a source of pride and a complex challenge. Wealthy families often hope their children will continue the ...
Learn More
June 7, 2024 | Retirement Planning
Essential Steps for Solo Agers: A Comprehensive Guide
Aging solo comes with unique challenges, especially without the support of close family. To ensure a secure and fulfilling life, solo agers should take proactive ...
Learn More
June 5, 2024 | Tax Planning
Key Thoughts on the Tax Cuts and Jobs Act
The Tax Cuts and Jobs Act has made major changes to the tax code. It’s important that you understand these changes to best plan your ...
Learn MoreBrowse our Archives
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Payment Portal
for Tax and Accounting invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
Top 5 Questions Franchise Owners Ask Their Accountants and Advisors
Discover the top financial and advisory questions franchise owners ask about taxes, cash flow, entity structure, growth planning, and long-term wealth strategies. Owning a franchise can offer tremendous opportunities for growth, scalability, and long-term wealth creation. However, whether you are ...
<p>The post Top 5 Questions Franchise Owners Ask Their Accountants and Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Estate Planning and Long-Term Care: What Families Should Consider
Explore how estate planning intersects with long-term care, Medicaid considerations, tax planning, and multigenerational wealth transfer strategies. Estate Planning and Long-Term Care: What Families Should ...
<p>The post Estate Planning and Long-Term Care: What Families Should Consider first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Q2 2026 Momentum: Why Mid-Year Retirement Plan Reviews Matter
Discover why the second quarter is an ideal time for retirement plan “spring cleaning,” including participant engagement, plan design reviews, and strategic opportunities for business owners and sponsors. As the second quarter unfolds, ...
<p>The post Q2 2026 Momentum: Why Mid-Year Retirement Plan Reviews Matter first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
