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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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Retirement
Social Security Benefits: Before & After Retirement
Heather Jordan  – October 10, 2022
Social Security benefits is one of the most commonly asked questions when considering retirement. And for a good reason – determining when to begin taking Social Security benefits could be one of the biggest financial decisions you face. Watch this webinar recording for rules for starting, coordinating, and potentially increasing your benefits. Did you enjoy […]
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Retirement
Calculating Retirement Savings: Retirement Calculator Guide
Allyson Krause, CRPP™, Managing Director, Retirement Plan Services  – October 06, 2022
Throughout our working lives, we dutifully set money aside for retirement, whether through a 401(k), traditional IRA or Roth IRA, or other savings strategy. The goal, of course, is to have enough savings to retire when we want and finally do the post-work things we’ve long-planned for (and maybe dreamt about). There’s much to consider […]
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Financial PlanningRetirement
Prepare For Your Next Milestone Moment
Emerj360  – September 29, 2022
Life is full of milestone moments – buying your first house, having children, seeing your children go through college, and retirement. Have a plan in place for the financial side of these milestone events so you can focus on the precious moments. The Emerj360 team takes a 360 degree view of your situation so you […]
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Financial Planning
Keeping Your Financial Accounts Cyber-Secure
Emerj360  – September 21, 2022
Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s enough to make anyone concerned about the security of their financial accounts. But, you don’t have to feel helpless against the threat of hackers. These steps can help limit your […]
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Retirement
Now is the Time To Invest in Your Retirement
Trust Point  – September 01, 2022
“Do you earn enough money to start investing in your retirement?… Yes, you do!” Watch our latest commercial to see how Emerj360 can help you invest in your retirement! And remember, it’s never too early to start investing in your future. Schedule an appointment if you’re ready to start planning your path to a comfortable […]
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Upcoming Shred Events to Provide Secure, Eco-Friendly Recycling
Angela Strangman  – August 24, 2022
Shredding confidential documents not only helps to protect personal information, but also helps improve the environment through recycling efforts. As a division of Trust Point, Emerj360 will be participating in the 2023 shred events. Confidential Records will be on site at two Trust Point office locations so you are able to bring your boxes of documents […]
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