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5 Year-End Tax Planning Opportunities

Submitted by IC360® Investment Capital on August 4th, 2025

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

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Investment Strategy: Where You Are Now vs. Where You're Headed

Submitted by IC360® Investment Capital on August 4th, 2025

From CEOs to athletes, most people striving for a certain level of performance are constantly assessing where they are and where they want to be. Regularly checking in helps them decide if they’re effectively using all their resources.

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Debt and Retirement: Can You Handle Both?

Submitted by IC360® Investment Capital on May 22nd, 2024

Saving enough for retirement while carrying and paying off debts can be an uphill battle. For some pre-retirees, debt repayment is the primary focus over savings, leading them to delay or reduce their retirement lifestyle. But if you’ve been struggling to save, It’s never too late (or early) to take steps to encourage you to get back on track.

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What does "Wealth" Mean to You?

Submitted by IC360® Investment Capital on May 22nd, 2024

In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning.

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What does "Wealth" Mean to You?

Submitted by IC360® Investment Capital on May 22nd, 2024

In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning.

  • Read more

4 Tips for Minimizing Financial Anxiety

Submitted by IC360® Investment Capital on May 22nd, 2023

If you’ve woken up in the middle of the night to a money-related panic attack, you’re not alone. Our financial situation dictates so many parts of our everyday life. That said, excessive stress is a concern that should be addressed.

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Retiring Abroad

Submitted by IC360® Investment Capital on May 22nd, 2023

If you dream of living abroad, retirement may be the best time. Over half a million Americans living outside the US receive some Social Security, and that number is expected to grow.

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Creating an Investment Philosophy

Submitted by IC360® Investment Capital on May 22nd, 2023

You may have heard investors say that a clear investment philosophy is essential to pursuing long-term financial success. And while investment strategy is important, it’s nothing more than a manifestation of an investment philosophy. Strategies can evolve as life changes, but philosophies are the core beliefs, principles, and practices that guide your decision-making.

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Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Submitted by IC360® Investment Capital on October 10th, 2022

30 can be a divisive number. Some see it as the time you’re thrown into full-blown adulthood, whether you’re ready or not. Others consider 30 the early years before your true confidence shines; in your career, relationships, or even in yourself. Either way, your thirties are a great age filled with opportunity.

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4 Tips for Minimizing Financial Anxiety

Submitted by IC360® Investment Capital on October 10th, 2022

If you’ve woken up in the middle of the night to a money-related panic attack, you’re not alone. Our financial situation dictates so many parts of our everyday life. That said, excessive stress is a concern that should be addressed.

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Recent Blog Posts

  • 5 Year-End Tax Planning Opportunities
  • Investment Strategy: Where You Are Now vs. Where You're Headed
  • Debt and Retirement: Can You Handle Both?

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