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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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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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Webinar: 5 Ways to Trick Yourself into Saving & Investing More!
Emerj360  – March 01, 2023
Brett Sebion, Financial Coach at Emerj360, hosted a webinar to explain how to budget for fun (yes, you really can!) and shared 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, […]
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Finding the Ideal Place to Live in Retirement
Heather Jordan  – February 15, 2023
Planning for retirement comes with many big questions — not just how you want to spend your golden years, but where? For some, retirement offers the opportunity to spend more time with family; for others, it’s the chance to venture into a different climate. For the most part, seniors are planning to spend their retirement […]
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Get to Know Your Risk Tolerance
Brett Sebion, Financial Coach  – February 13, 2023
When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance can be the trickiest to get a handle on, especially since it can be determined in large part by your emotions and how well you handle turbulence in the market. […]
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