Strategic Charitable Giving: Aligning Donations with Your Core Values
Charitable giving is a great way to make a difference in the world and support causes you care about. But how can…
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Financial Planning
Articles and insights on Financial Planning from the Omni 360 Advisors team.
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Global vs. International: What’s the Difference?
With international stock markets comprising about 40 percent of the world's capitalization as of 2023, a broad range of investment opportunities exist…
Women and Financial Strategies
Nearly 60% of women take the lead in managing their household finances, yet only 19% of women feel very confident in their…
6 Documents You Need to Preserve Family Legacy
Leaving a lasting legacy for your family requires smart planning now. Intergenerational wealth transfers can create havoc within the family if not…
Jackson Hole: The Time Has Come for Policy to Adjust
Now the only question is, “How much will short-term interest rates drop in September?” At his annual speech to global central bankers…
What Can You Buy With 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help.…
Summertime Checkup
Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few…
How to Manage Market Volatility
The trader's adage goes, “The stock market takes the stairs up and the elevator down.” The saying helps illustrate the speed at…
Rainy Day Money
When we meet with people, one of the first topics we discuss is "emergency fund" money. We ask a few questions, such…
Disability and Your Finances
The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. And with new applicants each year, the…
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