08.28.2018
What You Need to Know About Part Time Work in Retirement
What do you have lined up for your retirement plan and the time you’ll have? You might want to stay working in a part-time capacity, …
What You Need to Know About Part Time Work in Retirement
What do you have lined up for your retirement plan and the time you’ll have? You might want to stay working in a part-time capacity, but make sure you understand how that could influence your financial situation.
Most people find that having something to do in their retirement that gives them an additional purpose is extremely beneficial to their wellbeing and possibly even their physical health, but it’s important to realize how retirement part time work can affect your Medicare costs and social security taxes. 
Schedule a meeting with a member of our advisory team
Blog
08.27.2018
New Study Shows That Retirement Savers Are Struggling to Catch Up
A new study completed by Allianz Life Insurance Company identified that people who are trying to catch up on their savings goals feel financial pressure. …
08.23.2018
What You Need to Know About Medicaid Planning
Long term care is extremely complicated and very expensive and simple errors in your planning or in the submission process can cost you in a …
08.22.2018
The True Cost of Long Term Care Highlights Longevity Concerns
A recent survey shows that many people are willfully unprepared for the significant out of pocket costs from long term care facilities. More than 2,000 …
08.21.2018
How to Select the Right Executor for Your Will
An executor should be someone you can trust who will make things easy for your loved ones when closing out your estate. This person should …
08.20.2018
Five Tips to Avoid the Probate Process
You might have heard that probate is an expensive and time-consuming process, and that is certainly true. Another added downside of probate is that your …
08.16.2018
Estate Planning and Looking Ahead for Longevity
There are many different steps you can take to increase your chances of a successful retirement and many years lived beyond that point. Longevity has …
08.15.2018
Use A Solid Foundation for Your Estate Plan
Teamwork is necessary for the comprehensive estate plan that will accomplish the vast majority of your goals. If you don’t have appropriate estate planning tools …
08.14.2018
Advance Wealth Planning Tips for Tax Preferred Saving Strategies
The federal government has long provided incentives for families to save, based on three different types of tax preferences; deferral, deductibility, and tax-free distributions. For …
08.13.2018
Don’t Forget Special Needs in Your Estate Planning
Financial planning is important for all families but having a child with special needs makes it even more imperative that parents consult directly with experienced …
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Careers/Open Positions
Explore all available job
listings and become a part of an amazing team.
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
Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors
Discover how the Stay NJ program helps New Jersey homeowners 65+ with property tax relief — eligibility, benefits, timeline, and application tips for 2025. Property taxes in New Jersey have long been a burden, especially for older homeowners on fixed incomes. In response, the state recently passed ...
<p>The post Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners
Explore key differences between charitable trusts, donor-advised funds, and foundations. Learn how high-net-worth individuals can align giving with tax strategies and long-term legacy planning. How to Select the Right Charitable Structure for Your Legacy Goals For business owners, families post-liquidity ...
<p>The post Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth
From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
