Prepare For Your Next Milestone Moment

Emerj360 – September 29, 2022

Life is full of milestone moments – buying your first house, having children, seeing your children go through college, and retirement. Have a plan in place for the financial side of these milestone events so you can focus on the precious moments.

The Emerj360 team takes a 360 degree view of your situation so you can meet your goals.

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Financial Planning

5 Easy Ways to Protect Seniors from Financial Abuse

Emerj360 – May 06, 2024

Technology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to do everything in-person. These tools are simple to use, getting better every year, and don’t cost any more than the traditional methods. But there are risks involved, especially for our […]

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Financial Planning Retirement

Building a Solid Financial Foundation

Emerj360 – April 30, 2024

When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when your financial “house is in order,” it means it is built on a solid foundation. It means that you have the “pillars” in place that are designed to support your […]

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Financial Planning Retirement

Financial Longevity: Planning for a Longer Life

Heather Jordan – April 22, 2024

Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life-expectancy in mind. There are serious consequences to financial planning around the wrong life expectancy. Some […]

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