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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
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 retirement, but the road to achieving this requires thoughtful planning and foresight. The decisions you make now, and particularly in the final decade before retirement, will ultimately […]
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Trust Point and Emerj360 Enjoy Moon Tunes La Crosse
Emerj360  – July 26, 2024
If you haven’t heard of Moon Tunes, you’re missing out! It’s a weekly summer concert series event held in Riverside Park in La Crosse on Thursday evenings from May to September. It was organized to provide a free concert series to the community while raising free-will donations for amenities in Riverside Park and the surrounding […]
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Financial PlanningRetirement
A Roadmap to Early Retirement
Heather Jordan  – July 24, 2024
Key considerations for achieving a worry-free workforce exit. For many years, age 65 served as the benchmark for retirement. That’s largely because it’s the age that was considered “fully retired” based on Social Security parameters for decades — the age you could access benefits penalty-free. Today, “fully retired” is 67 (for anyone born in 1960 […]
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Financial Planning
Webinar: Integrating College Savings into Your Financial Plan
Emerj360  – July 23, 2024
Choosing the right investment vehicles can help you save for college education. Watch the recording of this webinar to hear from Heather Jordan, CFP®, MBA and Jennifer Gander, CFP®, CPA as they share insightful information to help save for a college education. Here is a preview of questions covered: Whether you’re on the path to […]
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Beware of Online Shopping Scams
Emerj360  – July 16, 2024
Cybercrime is an unfortunate fact of modern life. Criminals are constantly on the lookout for ways to get their hands on information that they can monetize through fraud or outright theft. Their scams range from simple to those that are extremely complex. Online shopping scams are becoming more frequent. These scams work in a variety […]
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Shop Around for Tax Breaks on College Expenses
Heather Jordan  – July 10, 2024
Until you have a child applying for or attending college, the high costs may not seem real. That changes quickly when paying for college becomes personal. The following tax breaks can help. Tax Credits There are two tax credits for qualified higher education expenses (tuition and certain related expenses). The American Opportunity Tax Credit can […]
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