Financial News & Updates

Woman sitting at a table with blocks spelling out "save" and a piggy bank

5 Steps to Achieving Financial Security

Income alone doesn’t ensure financial security for you and your family. Financial security also depends on your ability to handle your financial...
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Man and woman preparing taxes with a calculator

Your Tax-Preparation Checklist

File with confidence! Tax season doesn’t have to be stressful! Stay ahead with this simple, step-by-step guide to get organized.
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Man and woman looking at tax information on computer

Protecting Wealth from Taxes

The most tax-advantageous ways to protect your wealth and leave your legacy. Benjamin Franklin famously suggested that taxes are one of just...
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Brett and Heather from Emerj360

Your Financial Partner: What Drives Us at Emerj360

Curious about what drives us at Emerj360? Discover how our passion for helping clients build their financial future guides everything we do.
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What is a Financial Plan? 6 Components to Know

Life is busy, which is why you should always have a plan—especially when it comes to your finances. No matter what stage...
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Health Savings Account = Wealth Building Benefit

What is an HSA? A Health Savings Account (HSA) is a tax-advantaged account that can be paired with a high-deductible health plan....
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couple looking at their financial plan on a computer and papers

Are You on Track with Your Financial Goals?

Like most adults, you most likely have financial goals, such as saving for retirement, financing your child’s college education, or paying off...
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2024 in Review: Top 10 Blogs

Curious what blogs captured the most attention on our website in 2024? Discover the highlights by exploring our top ten most-read blogs...
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