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 MoreNew 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 adjustment, not just on the part of the caregiver but on the part of the person receiving support as well. 
A family member who needs support may cause sudden and long-lasting impacts on your family, dealing with the implications of such an illness and what it means for the future as well as adjustments in your career.
Schedule a meeting with a member of our advisory team
Blogs for Baby Boomer Generation
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 MoreDecember 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 MoreNovember 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 MoreOctober 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 MoreSeptember 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 MoreMay 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 MoreMay 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 MoreMay 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 MoreMay 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 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
Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why
Tax, investment, and estate planning decisions often overlap. Learn why coordination among your CPA, financial advisor, and estate attorney can help create a more cohesive financial and legacy strategy. For business owners, high-net-worth families, and individuals navigating a major financial transition, important decisions rarely fit ...
<p>The post Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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>
