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Recent Posts
What Really Counts in Your Estate? (Hint: It’s Not Just What You Own)

Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term ...

The post What Really Counts in Your Estate? (Hint: It’s Not Just What You Own) first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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More Workers Are Concerned About Retirement Benefits Than Health Care Plans

June 19, 2018

Anyone who is looking forward to their future will be cognitive of how their retirement plan connects in with their overall financial goals and their estate planning. Retirement plans are often a significant asset and one that can draw in employees. retirement-estate-planning-NJ

A new study finds that employees in the United States marketplace are more focused on retirement benefits than on healthcare benefits and there is good reason to be mindful of this. With the average person in the United States living longer than ever before, it is important for both men and women to be aware of how their retirement benefits accumulated over the course of a lifetime can influence their ability to be stable when they do retire.

A survey of 5,000 United States employees recently released this week found that two-thirds of respondents were willing to have more money taken out of their paychecks every month to support more generous retirement benefits, and only 38% of those same respondents were willing to pay more each month for better health care benefits.

Although employees may feel vulnerable about their longtime financial prospects, you can take you future into your own hands by gathering a team of experienced professionals such as an estate planner, a financial planner, and retirement planning specialist to help you accomplish your goals.



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
What Really Counts in Your Estate? (Hint: It’s Not Just What You Own)

Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term ...

The post What Really Counts in Your Estate? (Hint: It’s Not Just What You Own) first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more