Featured Article

Elevate Your Finances: October Webinar Series

Emerj360  – September 19, 2023
In honor of October being National Financial Planning month, we are bringing you a three-part webinar series to help set you up for success in reaching your financial goals. ...
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Featured Article

Key Considerations for Planning Retirement Income

Brett Sebion, Financial Coach  – August 22, 2023
For many of us, retirement feels far off, so it’s difficult to conceptualize how much retirement income we’ll need. Combine that with little experience in financial or ...
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Featured Article

Financial Terms You Should Know

Heather Jordan  – June 15, 2023
One of the barriers when working with a financial advisor can be not knowing where to start. Financial terminology—especially when it comes to big topics like retirement or ...
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Featured Article

How to Retire Early: 6 Tips

Brett Sebion, Financial Coach  – June 01, 2023
The journey toward retirement is different for everyone, and more Americans are aiming for an early retirement. However, many who would like to retire early are not planning ...
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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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Financial Planning
What is Financial Planning?
Brett Sebion, Financial Coach  – September 27, 2023
Life is busy, which is why you should always have a plan—especially when it comes to your finances. No matter what stage of life you are in, it is important that you have a financial plan to help you stay on track in how you are spending, saving and growing your wealth. We often hear […]
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Financial PlanningRetirement
Elevate Your Finances: October Webinar Series
Emerj360  – September 19, 2023
In honor of October being National Financial Planning month, we are bringing you a three-part webinar series to help set you up for success in reaching your financial goals. Retirement Readiness October 17th: 6:00 – 7:00 pm Even if you’ve been saving for retirement for years, there are several factors to consider near retirement to […]
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Retirement
Comparing Types of Retirement Plans
Brett Sebion, Financial Coach  – September 12, 2023
No matter what stage of life you are in, it is never too early or too late to start saving for retirement. In order to retire when you want, you should be using retirement vehicles to save and grow your money. While there are many retirement plans to choose from, many people choose to participate […]
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Financial Planning
Financial Planning Strategies for Late Starters
Heather Jordan  – September 07, 2023
When it comes to planning your financial future, it is never too late to start. If you have found yourself neglecting your budget, not saving for retirement, or just falling behind on planning your financial future, you are not alone. Even if you have never made an effort to financially plan, there are still many […]
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Financial Planning
Is a Financial Planner Really Worth It?
Heather Jordan  – August 29, 2023
Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as your career evolves and big changes like marriage, having a child, or getting a new job may warrant adjustments to your long-term plan. It’s a common misconception that working with […]
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Financial PlanningRetirement
Key Considerations for Planning Retirement Income
Brett Sebion, Financial Coach  – August 22, 2023
For many of us, retirement feels far off, so it’s difficult to conceptualize how much retirement income we’ll need. Combine that with little experience in financial or retirement planning and it can seem altogether overwhelming. According to the latest data from the United States Census Bureau, the median annual income for individuals aged 65 and […]
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