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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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Featured Article

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 Planning
The ABC’s of Preparing for College Costs
Brett Sebion, Financial Coach  – July 11, 2023
Some parents start planning for college costs soon after their baby is born. While it may seem premature to be thinking about higher education expenses before your child even starts talking, it’s never too early to begin saving. Other parents may put off planning how to help pay for their children’s college tuition until much […]
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Financial PlanningRetirement
Building a Retirement Income Strategy
Allyson Krause, CRPP™, Managing Director, Retirement Plan Services  – July 10, 2023
After decades of saving for retirement, it’s almost time to start putting that money to use. While retirement can bring a new sense of freedom and relief, it also marks the point when your hard-earned savings become your primary income. With the paychecks gone, it’s important to make sure your nest egg is able to […]
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8 Questions to Ask a Financial Advisor
Heather Jordan  – July 05, 2023
It’s a myth that working with a financial advisor is only for those with wealth; in fact, doing so can contribute to the success of anyone’s financial future. An international HSBC study, The Future of Retirement, showed those with financial plans accumulated nearly 250 percent more retirement savings than those without one. In addition, nearly […]
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Financial PlanningInvestingRetirement
5 Mistakes for 401(k) Plan Participants to Avoid
Brett Sebion, Financial Coach  – July 03, 2023
If you have joined your company’s 401(k) plan, but are not that confident about saving and investing for such an important long-term goal, don’t worry. Your plan offers educational resources that can help you understand the plan’s features and your investment options. When you have additional questions, contact the Emerj360 team. However, even long-time plan […]
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Financial PlanningRetirement
Personal Financial Planning: 5 Step Beginner’s Guide
Heather Jordan  – June 27, 2023
Whether you are just starting out in the workforce or are nearing retirement, it is important to follow a financial plan. Many individuals think they don’t need a personalized and comprehensive financial plan because they are too young or feel they do not have the assets. However, the reality is that everyone needs a financial […]
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Financial PlanningInvesting
Choosing an Investment Type
Brett Sebion, Financial Coach  – June 20, 2023
One of the most important ways to grow your wealth is to invest it. Regardless of your income or current financial situation, the sooner you start investing, the more successful you will be. With that being said, having so many investment opportunities available, it can be difficult to know where to start. Here are a […]
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