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Webinar: Women, Wealth, and Wisdom

Heather Jordan  – March 17, 2023
In honor of Women’s History Month, join us for our Women & Investing webinar on March 29th at 5:30 pm. As a woman investor you have unique financial challenges. You earn ...
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Featured Article

Built-in Tax Benefits

Brett Sebion, Financial Coach  – March 13, 2023
Potential tax advantages are one of the built-in benefits of your employer’s retirement savings plan. Just by participating in the plan, you have the opportunity to make pre-tax ...
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Featured Article

Tips on Tax Planning

Emerj360  – March 07, 2023
You may not think about taxes often, but they can prove to be a large expense. That’s why it’s important to make the most of any opportunities you may have to lower your tax ...
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Featured Article

Saving For Retirement: How Much Should You Save?

Heather Jordan  – December 15, 2021
Are you wondering how much money you should save for retirement each year? Get a rough idea of what you should expect to put away. Whether you’re nearing your 50s, or you’re ...
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Wondering What to Do With an Old IRA or 401(k) Account?
Emerj360  – March 29, 2023
Did you know? There are an estimated 2.8 million 401(k) accounts forgotten each year. Some will eventually be reclaimed or liquidated, but rolling over funds can help simplify your finances and ensure your funds don’t become part of that 2.8 million. Funds can generally stay in a 401(k) plan sponsored by a former employer, but […]
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Auto Pilot for Your Finances
Emerj360  – March 22, 2023
When you need directions, do you reach for a map or type your destination into a computer or smart phone? Paper maps are nice, but they’re old school in some respects. They can’t tell you if traffic’s backed up or a road is closed. Technology is also changing the options for managing our finances. Auto […]
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Webinar: Women, Wealth, and Wisdom
Heather Jordan  – March 17, 2023
In honor of Women’s History Month, join us for our Women & Investing webinar on March 29th at 5:30 pm. As a woman investor you have unique financial challenges. You earn less than your male counterparts and you live longer. You also tend to carry the burden of caring for aging parents and are likely […]
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Built-in Tax Benefits
Brett Sebion, Financial Coach  – March 13, 2023
Potential tax advantages are one of the built-in benefits of your employer’s retirement savings plan. Just by participating in the plan, you have the opportunity to make pre-tax contributions, which may enable you to benefit from tax-deferred compounding. Plus, you might qualify to claim a tax credit for your contributions. These tax advantages, combined with […]
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Tips on Tax Planning
Emerj360  – March 07, 2023
You may not think about taxes often, but they can prove to be a large expense. That’s why it’s important to make the most of any opportunities you may have to lower your tax liability. Here’s a look at some of the factors you may want to consider in your planning. Standard Deduction or Itemizing […]
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Financial PlanningInvesting
Webinar: 5 Ways to Trick Yourself into Saving & Investing More!
Emerj360  – March 01, 2023
Join Brett Sebion, Financial Coach at Emerj360, to learn how to budget for fun (yes, you really can!) and learn some simple ticks to help you save more, without feeling like you have to miss out. Watch the recording for tips on the following: If you have any follow-up questions from the webinar, feel free […]
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