October 31, 2017 |
Study Shows That Some People Need Outside Motivation in Order to Save For Retirement
Most people know in the back of their minds that it makes sense to save ahead of their retirement. However, a new study shows that ...
Learn MoreStudy Shows That Some People Need Outside Motivation in Order to Save For Retirement
Most people know in the back of their minds that it makes sense to save ahead of their retirement. However, a new study shows that short-term thinking, a lack of access to appropriate retirement programs and general inertial all contribute to the fact that many people do not engage in the estate planning process as soon as they should. 
For many people, working longer and staying in the workforce past age 65 have been the common approaches towards addressing retirement strategies.
Schedule a meeting with a member of our advisory team
Blog
October 30, 2017 |
Estate Planning and Goals: What You Need to Know
Estate planning goes beyond just planning for taxes; you need to have specific goals for your estate plan, such as whether or not you want ...
Learn MoreOctober 26, 2017 |
Are Your Assets Enough to Warrant an Estate Plan?
The majority of estate plans are drafted by attorneys and this is primarily done because many people are not aware of their rights and responsibilities ...
Learn MoreOctober 25, 2017 |
Think About More Than Just Money for Your Children’s Estate Planning
If you are thinking ahead about how you can support your minor children, you need to consider more than just the money. Do you know ...
Learn MoreOctober 24, 2017 |
It Makes Sense to Do Your Year-End Tax Planning Now
It might seem like you’re still just beginning the fourth quarter but it is still a good opportunity to consider your 2017 tax return. ...
Learn MoreOctober 20, 2017 |
A Personal Note from Managing Attorney Neel Shah 10/20/2017
Last week I was privileged to present at a National Symposium in Los Angeles as part of WealthCounsel & ElderCounsel, which is an elite network ...
Learn MoreOctober 19, 2017 |
What to Do If You’re Stressed Out by Receiving a Large Inheritance
If you find yourself overwhelmed and with some anxiety after receiving a large inheritance, you’re not alone. This can be a stressful situation for ...
Learn MoreOctober 18, 2017 |
What Art Collectors and Dealers Should Know About Proposed Reform
The tax code reform framework on the table in DC does have some important ramifications for art related businesses and art collectors. The new ...
Learn MoreOctober 17, 2017 |
What Role Does Your Community Play in Estate Planning?
As you tackle the subject of estate planning, you may have questions about what happens to excess money if you have already considered all ...
Learn MoreOctober 16, 2017 |
So My Estate Plan is Finally Complete. What Do I Need to Do Now?
After you’ve put together your ancillary documents, your power of attorney, your trusts and your will, you might assume that you’re prepared for anything. While ...
Learn MoreSchedule 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
How Do You Know When You Can Retire?
Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...
<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account
Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...
<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End
Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...
<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
