May Home of National Elder Law Month
Since 1963, the month of May has been a time to focus on issues impacting older individuals. In 2016, this focus is…
Blog Category
Baby Boomer Generation
Articles and insights on Baby Boomer Generation from the Omni 360 Advisors team.
Schedule a meeting with a member of our advisory team
How to Help An Elderly Loved One Avoid Identity Theft
Unfortunately, identity theft is on the rise and elderly individuals may be most vulnerable to having their accounts hacked. They might not…
Proactive versus reactive approaches in elder law planning
Although it is certainly possible to achieve a fair amount with reactive planning in an elder law crisis, it is much easier…
Elder Law Costs Compared: Assisted Living, Nursing Home, and In-Home Care
The baby boomer generation is a big one, and the impact on health care services is reported widely throughout the news. According…
Elder Law Tips: 7 Scams That Target Seniors
Unfortunately, the elderly are frequently targeted in fraudulent schemes because the individuals carrying out these scams believe these individuals are more vulnerable…
3 Steps for Baby Boomers Without a Plan
While every mentally competent individual over the age of 18 should have an estate plan in place, it is especially important that…
Applying the K.I.S.S. Principle: – Simplifying Estate Planning
For members of the baby boomer generation, estate planning is about more than organizing their financial affairs. Many Boomers wish to create…
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
Beyond the Numbers: How to Evaluate Investment Performance Claims
Learn how to evaluate investment performance claims, understand gross versus net returns, and consider investment risk before making financial decisions. Why Investment Performance Requires Context ...
Financial Advice in the Digital Age: What Families Should Know About Social Media, Testimonials, and Trust
Explore how social media, online reviews, and financial advertising influence financial decisions, and learn what families should consider before relying on online advice. Financial Information ...
DIY Investing vs. Hiring a Wealth Manager: When Does Professional Financial Guidance Make Sense?
Should you manage your own investments or hire a wealth manager? Explore the benefits, costs, and considerations of professional financial guidance versus DIY investing. Managing ...
