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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
Retirement Readiness Session: Plan and Secure Your Future
Emerj360  – September 19, 2024
Heather Jordan and Brett Sebion from the Emerj360 team are excited to be presenting at an upcoming in-person retirement readiness session to share insights on what to consider so you can plan for a comfortable retirement. Our experts will discuss the following and more: When: Wednesday, October 16th | 5-6 pm | Doors open at […]
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Financial Planning
Don’t Send Your Child Off to College Without These Four Tools
Emerj360  – September 18, 2024
Preparing your child for college is an exciting but often hectic time. Between the college applications, housing forms, class registrations and meal plans, there is a lot to manage. One crucial aspect that is often overlooked, but should be included on every parent’s college checklist, is estate planning. Why it Matters Once your child reaches […]
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Emerj360 Looks Forward to Another Enchanted Forest
Emerj360  – September 17, 2024
Emerj360 will be handing out candy again this year at the annual Enchanted Forest event in Riverside Park on October 19th. Enchanted Forest offers a non-scary Trick-or-Treat trail and activities such as craft stations. There will even be “meet the character” opportunities and photo booths throughout the park. Where: Riverside Park – 100 State St, […]
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Financial Planning
Retirement Savings Considerations When Switching Jobs
Brett Sebion, Financial Coach  – September 10, 2024
What happens to the money in your retirement plan account when you switch jobs? That’s up to you. Typically, one of your options may be to take your savings in a single sum. Sounds like a bonus, right? Wrong. Learn about why you should put more thought into cashing out your retirement savings. Early 401(k) […]
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Emerj360 to Sponsor Oktoberfest Medallion Hunt Again This Year
Emerj360  – September 09, 2024
Emerj360 is excited to sponsor the Oktoberfest Medallion hunt for the third year in 2024. It’s a great opportunity for community members to think about the local community and participate in a fun activity to explore La Crosse. A maximum of ten clues will be shared as part of the contest, until the medallion is […]
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Retirement
How Much Will You Need for Retirement?
Brett Sebion, Financial Coach  – September 04, 2024
It’s one of the most common questions we hear as financial professionals – “How much money will I need for retirement?” The answer varies for each individual based on their aspirations and goals. But, a general rule of thumb is that you’ll want 65% – 85% of your pre-retirement income available each year during retirement. […]
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