Posts by ironpeakadvisors

Even though the holidays are supposed to be the most joyful time of the year, they’re often the most stressful time. Here are our tips for a budget-friendly holiday this season. Trim Your List Gift giving is one of the great joys of the holidays. It feels wonderful to show the people you love how much…

What is Tax Planning? Tax planning is the process of managing your affairs so that you can legally postpone or avoid paying taxes. Without a proper tax plan in place, you could end up making enormous and avoidable mistakes over your lifetime. For this reason, many individuals and businesses choose to prepare their own tax returns.…

There are so many reasons to love fall: the chill in the air, the leaves turning red, the shape-forgiving clothing, babies in fluffy sweaters! But the greatest part about fall is how it helps us transition to winter with ease. This transition time is key for our financial health as well. As we gear up…

Open Enrollment season is here! Your window to get health insurance is from November 1, 2015 to January 31, 2016. This means now is the time to get up to speed on insurance plans so you can make an informed choice for your care. Keep these things in mind when shopping for new health insurance.  …

At FC360, we always aim to educate our clients on the benefits of long-term investing in the stock market. The upsides to this strategy are numerous and the downsides are essentially nonexistent. In fact, the best part about investing over a longer time horizon is you can put in less money and take on more…

What is Estate Planning? The first thing you need to know is that it’s more than just drafting a will. Estate planning describes the process of determining what happens to your assets after you die. A less morbid explanation is that estate planning ensures your family and loved ones are taken care of in accordance…

Before you buy anything this year for Halloween, read this 4 Steps to a Budget Friendly Halloween guide first. Halloween is a great time for families and friends to bond over costumes, parties and candy. It’s the one night of the year to pretend to be someone else. But since you’re probably not going to…

For those of us not married to our jobs, retiring early seems to be an attractive and elusive life goal. So what are creative ways to retire early? These may not sound creative, but they warrant the description because they are not necessarily the easiest options for people to stomach. Nevertheless, if retiring early is…

Wedding season is here, let us show you how to save money on the wedding you’ve been dreaming of having! It’s an exciting time for love and the merging of families. What could go wrong? Maybe a few little things, but we’re here to help make sure you’ll be financially covered. This is the time…

It is a natural parental instinct, for some more than others, to baby your child well into adulthood. Psychologists could get into elaborate discussions about why this is good or (more likely) bad, but for now we are going to look at the reasons why one manifestation of this parental instinct is very, very bad.…