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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
Build Healthcare Expenses into Your Retirement Planning
Heather Jordan  – August 26, 2024
Determining how much money you’ll need to live comfortably after you retire is not an exact science. In general, you may need between 70% and 80% of what you were earning during your last working years to maintain the same standard of living in retirement. However, as you age, you may find that you have […]
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Retirement
Get the Most Out of Your 401(k)
Trust Point  – August 21, 2024
Retirement plan tips for business owners and employees As legislative changes reshape retirement planning options, both business owners and employees will need to navigate an evolving landscape. The Secure Act and other recent legislative changes, such as Secure 2.0 and The Cares Act prompted by COVID-19, have significantly impacted retirement plans. The overarching goal of […]
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Financial PlanningRetirement
4 Retirement Rollover Options
Heather Jordan  – August 20, 2024
You have worked hard saving for your retirement. But what happens if you change jobs or retire? There are many considerations in making this decision, but you have options. At Emerj360, we understand this can be an overwhelming time for you. We have highlighted the advantages and disadvantages of each option so you can feel confident […]
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Financial Planning
Having the “Money Talk” with Aging Parents
Heather Jordan  – August 13, 2024
Discussing finances with aging parents is never easy. As a result, many families simply delay these conversations or avoid them altogether. This can lead to unexpected financial surprises, misunderstandings, and even conflicts down the road. By talking openly about money, you ensure both their future and yours are secure, prevent potential disputes, and help in […]
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Is That Financial Aid Taxable?
Brett Sebion, Financial Coach  – August 05, 2024
The college search process is an exciting but time-consuming process. After your child narrows down the colleges of his or her choice, you both have to figure out the issue of paying for tuition and room and board. The reality is that a four-year college education is expensive. The College Board1 reported that the average […]
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Financial Planning
Financial Planning Deconstructed
Heather Jordan  – August 05, 2024
Taking the stress out of creating a financial plan at any stage of life. YOUR FINANCIAL PLAN is a living, breathing document that helps chart the path forward toward your goals. However, for people of all ages, financial planning can often feel overwhelming and stressful. From getting married and building a family to growing in […]
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