Women, Wealth, and Wisdom

Emerj360 – March 31, 2023

In honor of Women’s History Month, Heather Jordan, CFP, and Brett Sebion, Financial Coach, hosted a Women & Investing webinar on March 29th. If you missed the webinar, you can watch the recording on demand.

Topics Covered

Women investors may have unique financial challenges – from earning less income and living longer to caring for aging parents or providing financial help to children if needed. All of these things can impact retirement savings.

In this webinar, learn more about the following topics:

• Challenges women investors face and how to address them
• Key investment principles every women should know
• Effective strategies to make your money work for you
• Getting your financial house in order
• Real-life scenarios to help you find financial clarity

Watch the Recording

If you would like to have a conversation about your unique situation and investing tips, schedule an appointment with our team.

Written By Emerj360

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 […]

Keep Reading

Financial Planning

How Income Taxes Work

Emerj360 – April 15, 2024

The Internal Revenue Service estimates that taxpayers and businesses spend about 8 billion hours a year complying with tax-filing requirements. To put this into perspective, if all this work were done by a single company, it would need about four million full-time employees and be one of the largest industries in the U.S.1 As complex […]

Keep Reading

Financial Planning

A Penny Saved is Two Pennies Earned

Heather Jordan – April 09, 2024

The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence clear.” Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here are some simple and inexpensive energy-saving tips that may help you save money […]

Keep Reading

What are you waiting for?

Everything we do boils down to this: by doing what is best for you, we do what’s best for our company. Helping you build financial security and plan for retirement so you can look forward enjoying life.

Open Account