360 Financial Advisor

03/11/2024

What do you think? Consumerism gone too far? Or, it's not their fault they're rich?

👉 Share your thoughts in the comments section below. 👇

While most people can only dream of joining pricey trends like collectible Labubu and other niche merchandise, celebrities treat these items as fashion essentials—and some users on X aren’t thrilled about it.

02/11/2024

"We wish we'd bought more insurance when we were younger.
I know it seems counterintuitive to say that young people should buy larger life insurance policies, but if it is possible to lock in a low rate for the life of the policy, it is a good deal..."

Now that we're in our 50s and my husband has become my caregiver, I know our life insurance policy wouldn't last me more than five years.

22/10/2024

Make your 13th-month bonus work for you!

Send me a message for a free consult.

19/08/2024

No matter how savvy you may be with money, there are more than likely still some areas where you overly indulge yourself.

•fancy cars
•brand name clothing
•expensive meals out

can all significantly damage your wallet if you’re not paying attention.

Ctto

All of these can significantly damage your wallet.

17/12/2023

"Retirement planning is not financial planning. And when we treat retirement planning as though it is just a matter of getting the math right, more often than not, we pile a little more worry onto that unappetizing plate of financial woes.

Finances are absolutely a crucial foundation for a successful retirement. However, when you consider retirement planning solely from a monetary standpoint, it becomes the hub around which your life revolves. I don’t know about you, but I’d rather build my life around being the best version of myself who can show up for my family, my friends, and my clients. Money is a tool I can use to support my vision instead of being the vision."...

Traditionally, retirement and financial planning have been treated the same. My assessment may shock you. Retirement planning is not financial planning.

25/11/2023

Some people did not plan to fail, they just failed to plan.

Message me how.

A woman has been speaking about how her children are suing her for their inheritance in a messy lawsuit.

24/11/2023

Always, always be in control of ownership of your family home where you reside.

Blood is thicker than water, but money is than blood.

The situation is more common than you'd think.

19/11/2023

"It's important for Boomers and Millennials alike to have transparent conversations about estate planning and it pays to start early. Working with a trusted professional who can offer holistic advice and solutions will be particularly beneficial to ... who are concerned about preserving their wealth, protecting their heirs from unexpected tax burdens, and having enough money in retirement to live a full and healthy life."

When it comes to inheritance and transferring wealth from one generation to the next, Boomer intentions and Millennial expectations do not add up. A recent survey conducted by Ipsos for Sun Life revealed that Boomers intend to leave a much greater inheritance than Millennials are expecting to receiv...

16/11/2023

Ask any doctor what single advice they can best prescribe to the general public -- DON'T EVEN START SMOKING. 🚭

The US General Surgeon's warning in every cigarette pack is there for a reason. To remind you to live healthily.

Health is wealth indeed!

14/02/2023

ctto Pisong Paraiso

12/02/2023

Different stages of life mean different approaches to life insurance.

You can have several overlapping life insurance policies that meet different needs and serve different roles throughout your lifetime, experts say.

23/01/2023

1. Choose a Habit
2. Put Yourself in the Best Position to Start
3. Commit to the Process
4. Track Your Progress

It’s so easy to procrastinate when your to-do list gets too long. Even if you’re somewhat motivated to tackle one of your tasks, the sinking feeling of overwhelm lingers. The good news is there’s a way to stop this cycle even before it begins: The key is to break all tasks into smaller, approa...