Featured Article

Tax Advantages of a Health Savings Account

Heather Jordan  – April 10, 2023
Health savings accounts (HSAs) have been around for nearly two decades, but many people are unfamiliar with them and the benefits they offer. This article is an overview of how ...
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Featured Article

Get Your Tax Refund Working 24/7

Heather Jordan  – April 07, 2023
Like many taxpayers, you may receive a large tax refund at tax time every year. Unfortunately, that refund is not a gift to you from the IRS: It simply means that you had too much ...
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Featured Article

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 ...
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Featured Article

Saving For Retirement: How Much Should You Save?

Heather Jordan  – December 15, 2021
Are you wondering how much money you should save for retirement each year? Get a rough idea of what you should expect to put away. Whether you’re nearing your 50s, or you’re ...
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Women, Wealth, and Wisdom
Emerj360  – March 31, 2023
In honor of Women’s History Month, Heather Jordan, CFP, and Brett Sebion, Financial Coach, hosted a Women & Investing webinar on March 29th. If you missed the webinar, you can watch the recording on demand. Topics Covered Women investors may have unique financial challenges – from earning less income and living longer to caring for […]
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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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Financial PlanningInvesting
Webinar: 5 Ways to Trick Yourself into Saving & Investing More!
Emerj360  – March 01, 2023
Join Brett Sebion, Financial Coach at Emerj360, to learn how to budget for fun (yes, you really can!) and learn 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, feel free […]
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Retirement
Catch Up Contributions
Heather Jordan  – February 28, 2023
Saving enough money for a comfortable retirement is probably one of your main financial goals. But, with so many other demands on your money, it’s easy to get off track. If you are age 50 or older and want to make up for lost time, the tax law allows you to catch up on your […]
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