Article-95436

December 21, 2017 |

New Study Shows That Younger Caregivers Face Challenges

Many adult children are now looking to step in and help their elderly loved ones with managing illness or disability. This requires a lot of ...

Learn More
Article-95401

December 5, 2017 |

Make Sure Your Retirement Planning Includes the Costs of Long Term Care

You might be relatively healthy now and assume that this will continue for many years. But considering that plenty of research shows that most people ...

Learn More
Article-95398

December 4, 2017 |

Entering Retirement with Significant Debt May Affect Your Estate Plans

A recent study completed by the National Bureau of Economic Research finds that older individuals today are more likely to enter retirement with debt than ...

Learn More
Article-95342

November 2, 2017 |

As the Retirement Age Gets Higher, Retirees Get Less Healthy

Currently, there are debates in the mix about raising the social security retirement age. However, researchers argue that this should factor in health trends for ...

Learn More
Article-95269

October 2, 2017 |

Women Are Living Longer and Therefore More Financial Planning Is Needed

Financial and estate planning advice is intended to apply to everyone but the strategies and tactics used maybe differentiated based on the gender and age ...

Learn More
Article-95259

September 26, 2017 |

Think About Your Finances Before Becoming a Snowbird

                                                                                                             Before you start splitting time between two or more states, think about where you’d like to have as your primary place of residence because ...

Learn More
Article-5014

May 23, 2017 |

What You Need to Know If You Intend to Work Longer

Up to two-thirds of baby boomers intend to work beyond age 65. Some of these never expect to retire at all. Some of the most ...

Learn More
Article-5006

May 18, 2017 |

Growing Retiree Population Expected to Create Investment Return Drag

A new study indicates that there’s an even better reason to try to save more for retirement. Research presented by the Center for Retirement Research ...

Learn More
Article-5003

May 17, 2017 |

New Retirement Study Identifies That Half of Retirees Expect to Work Part-Time

A new study conducted by the TransAmerica Study for Retirement Studies identified that up to two-thirds of baby boomers intend to work beyond age 65. ...

Learn More
Article-4990

May 10, 2017 |

Are You Exposing Your Retirement Funds to Long Term Care Cost Devastation?

  Do you have enough set aside to afford up to $8000 a month in long-term care? Chances are that at some point during your ...

Learn More

Browse 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

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>

Common Bookkeeping Mistakes That Can Create Major Tax Problems for Business Owners

Learn the most common bookkeeping mistakes that can trigger tax problems for business owners and discover practical ways to improve financial organization, reduce stress, and ...

<p>The post Common Bookkeeping Mistakes That Can Create Major Tax Problems for Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding Probate: What Families Should Know Before a Crisis Occurs

Learn how probate works, why estate administration matters, and how wills, trusts, and beneficiary designations affect the transfer of assets. Understanding Probate: What Families Should ...

<p>The post Understanding Probate: What Families Should Know Before a Crisis Occurs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>