Please use this list as a guide and reach out if we can help you complete any of the items.

  • Update Estate Planning Documents
    Create or update a Will along with your Powers of Attorney. Review and update beneficiaries on all life insurance and retirement accounts, including employer plans.
  • Organize your finances
    Gather important documents to understand your cash flow and net worth (tax returns, bank and brokerage statements, property titles, insurance policies, retirement account statements, and mortgage statements). Monitor your credit report.
  • Update Health Insurance
    If applicable, obtain health insurance quotes or speak with your HR department.
  • Revise Household Budget
    Determine sources of income (salary, alimony, child support, and investments). Calculate housing costs, child care costs, personal costs, and insurance costs.
  • Build Emergency Fund
    Your emergency fund should include a minimum of 3 months of living expenses should your cash flow change for any reason. Increase your emergency fund to reflect your change in expenses.
  • Decide on Key Choices
    There are many key choices when getting a divorce. Will your career or employment change?
    How does this a ect your housing (moving, selling)? If applicable, any decisions regarding
    children and finances and care.
  • Familiarize Yourself with Tax Code Advantages
    Speak with your accountant about tax implications such as alimony, chiild supposrt, investment liquidations or selling your home.

Visit Life Changes page
Life sometimes has some unforseen changes that can feel overwhelming.

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

The Tax Opportunities People Often Miss in the Years Between Retirement and RMDs

The years between retirement and required minimum distributions can create valuable tax-planning opportunities. Learn how Roth conversions, capital gains, charitable giving, and income timing may fit into a coordinated retirement strategy. Retirement is often viewed as the point when financial planning becomes ...

<p>The post The Tax Opportunities People Often Miss in the Years Between Retirement and RMDs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Should You Gift Money to Your Children Now or Leave It to Them Later?

Should you give money to your children during your lifetime or leave it as an inheritance? Explore the family, tax, control, and legacy considerations that can help guide the decision. For many successful families, estate planning eventually raises ...

<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed

An annual financial review can help keep your tax strategy, investments, insurance, estate plan, beneficiaries, and retirement goals aligned with your life and priorities. Financial ...

<p>The post The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>