Asset Allocation & Diversification Don’t forget that while they are sound strategies, asset allocation and diversification can’t guarantee a profit or protect against the possibility of loss. All investing involves risk, including the possible loss of principal, and there can be no guarantee that any investing strategy will be successful. Past performance is no guarantee […]
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Tax Advantages of 529 College Savings Plans
A brief history 529 plans were first authorized by Congress in 1996. Known officially as “qualified tuition programs,” 529 plans are so named because they are governed by section 529 of the Internal Revenue Code. You can ask for help With so many plans available, it may be helpful to consult an experienced financial professional […]
Estimating Your Retirement Income Needs
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your […]
Carl M. Strozyk Attends Cambridge Leaders Club 2016
360 Financial Group Joins Industry-Leading Financial Advisors in Chicago Carl M. Strozyk Bel Air, Maryland – August 2016 – Carl M. Strozyk, President of 360 Financial Group, was named to Cambridge Leaders Club by Carl Strozyk’s broker-dealer, Cambridge Investment Research, Inc. (Cambridge). Leaders Club honors a financial advisor’s independent business accomplishments in delivering some of […]
Small Business Group is Now 360 Financial Group
Firm Introduces New Name, Business Philosophy, and Website Small Business Group (SBG) has changed its name to 360 Financial Group to better reflect its client base — both small businesses and individuals — and the full range of services it provides. The name 360 Financial Group demonstrates the holistic approach that the firm incorporates. 360 […]
Get Fiscally Fit in 2015
If you’ve resolved to count calories…track reps…and time your laps—you may want to add another resolution to the list—tracking your financial health. This is your year to not only become physically fit…but fiscally fit as well. The best way to accomplish your goal is to take a 360º view of your financial picture. Consider your […]
Getting Your Money Back
So you get this IRA, put money in it every year—maybe even every month—you get statements from it and you know it’s there. But do you even know how to take it out? Do you sometimes think of just taking the money and running before you’re 59 ½? After all, what’s so special about 59 […]
College Tuition & Fees Can Exceed $200,000
With the cost of annual tuition fees reaching over $50,000, that means you might need over $200,000 to cover all four years! That’s why it’s never too soon to start planning. With that in mind, you may want to consider looking into a College Savings Plan to help lessen the burden. Let’s face it, there […]
