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Take a Retirement Test Drive

Heather Jordan  – November 15, 2024
When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s ...
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10 Tips for a Carefree Retirement

Brett Sebion, Financial Coach  – July 31, 2024
The steps you can take to give yourself peace of mind when entering your retirement years After spending decades in the workforce, everyone deserves to experience a carefree ...
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Featured Article

Am I Saving Enough for Retirement?

Brett Sebion, Financial Coach  – June 21, 2024
“Am I saving enough for retirement?” is a question on the minds of many people. Unfortunately, for many individuals, the answer is, “No.” But, we are here as your best ...
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Featured Article

Building Wealth the Time-Tested Way

Heather Jordan  – May 24, 2024
While it can be pleasant to dream of sudden wealth, it’s not a realistic way to approach retirement planning. If you want to increase your chances of enjoying a financially ...
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Financial PlanningRetirement
Is Your 401(k) Plan Doing Duty as an Emergency Fund?
Brett Sebion, Financial Coach  – January 19, 2024
There has been a significant increase in the number of workers tapping into their retirement plan accounts to help pay living expenses and large unexpected bills. The steep rise in the cost of living has put many workers under financial pressure and many, lacking an emergency fund, resort to taking loans or hardship withdrawals from […]
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Financial Planning
Financial Strategies for the New Year
Heather Jordan  – January 08, 2024
For many, the beginning of the year signifies a fresh start, and since it’s the season of New Year’s resolutions, it’s the perfect time to revisit your financial plan and find new strategies to boost your finances. Goal setting is an important exercise to prepare for the year ahead, and setting financial objectives can help […]
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Financial PlanningInvestingRetirement
Emerj360’s Top 10 Blogs of 2023
Emerj360  – January 02, 2024
Check out our most-viewed blogs from 2023. Topics focus on a variety of financial topics to help boost your financial confidence including financial and retirement planning, tax tips, investing insights and more. 1. Starting 2023 Off on the Right Financial Foot The new year brings new limits for various benefits and gifting strategies, and tasks […]
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Financial Planning
5 Financial Wellness Tips for the Sandwich Generation
Heather Jordan  – December 27, 2023
Are you in the ‘Sandwich Generation?’ If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is for you. We know you have an extremely challenging lifestyle that requires a lot of resilience and patience, so this article will provide tips on how to better manage your […]
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Financial PlanningInvesting
Charitable Giving Is an Investment in Yourself and Others
Heather Jordan  – December 15, 2023
As you brace for the holiday season — a crisp chill in the air, the jingling of bells — you may also have a steady stream of donation requests from charitable organizations arriving in the mail. As an American, you will probably be in a giving mood as the United States is one of the […]
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Retirement
Can You Contribute More to Your 401(k)?
Brett Sebion, Financial Coach  – December 12, 2023
Have you thought about your retirement plan contributions lately? If your contribution is automatically deducted from your paycheck, you might not think about it too often. But periodically revisiting the amount you’re contributing can be a smart move. When to Review Your 401(k) Contribution Amount Consider reviewing your contribution amount under the following circumstances. Beginning […]
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