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Insights

A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.

How Habits can Impact Your Finances

Shuyang Balazi | Feb 4, 2022
Categories
Finance
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Why Financial Professionals Are Still Important

Shuyang Balazi | Feb 4, 2022
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Robo Advisors
Finance

Financial Resolutions: 7 Tips to Keep You Accountable

Shuyang Balazi | Jan 3, 2022
Categories
Finance
Savings
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Why You Need an Investment Philosophy

Shuyang Balazi | Jan 3, 2022
Categories
Investments
Finance

Medicare in 2022: What You Need to Know

Shuyang Balazi | Jan 3, 2022
An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.

Financing Long-Term Care: Your Options Explained

Shuyang Balazi | Dec 1, 2021
Categories
Health
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Divorce and Retirement: Here’s What You Need to Know

Shuyang Balazi | Dec 1, 2021
Categories
Retirement
Savings

Social Security Facts for 2022

Shuyang Balazi | Dec 1, 2021
Categories
Retirement
A pair of reading glasses sitting on an open textbook. The book has content on taxes.

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Shuyang Balazi | Nov 2, 2021
Categories
Retirement
Tax Planning
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Small Business Owner Retirement: Dealing with an Unexpected Exit

Shuyang Balazi | Oct 11, 2021
Categories
Retirement
Stock Image

Is Now the Time to Give Yourself a 401(k) Loan?

Shuyang Balazi | Oct 4, 2021
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Paws and Effect - The annual cost of pet ownership and how to reduce costs

Shuyang Balazi | Oct 4, 2021

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

 

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Capital 360 Financial 
1860 W Arbor St.
Springfield, MO 65807
United States

Phone:
417-350 1113

Email:
info@capital360financial.com

Client Customer Service: 1 (877) 442-2757

07:00 am- 7:00 pm (Mon - Fri) (America/Chicago)

  

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

The firm is a registered investment adviser with the state of Missouri ( any other states it is registered in)  and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. registration with the united States Securities and Exchange Commission or any state securities authority does no imply a certain level of skills or training.

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