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Top 10 Questions We Hear as Financial Professionals

Emerj360  – April 08, 2024
Do you ever wonder what other people are asking financial professionals? Watch our webinar on demand for answers to our most asked questions to help boost your financial knowledge ...
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Featured Article

Budget Check Up: Tax Time Is the Right Time

Heather Jordan  – March 22, 2024
Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering ...
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Conquering Retirement Challenges for Women

Heather Jordan  – March 08, 2024
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that the typical lifespan for women is about 6 years ...
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Featured Article

What Your Last Tax Return Can Tell You About Your Finances

Brett Sebion, Financial Coach  – February 14, 2024
Just as coaches look back at their prior season to identify their team’s strengths and weaknesses, it can be helpful for taxpayers to review their most recent tax return to ...
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Financial Planning
Financial Planning Strategies for Late Starters
Heather Jordan  – September 07, 2023
When it comes to planning your financial future, it is never too late to start. If you have found yourself neglecting your budget, not saving for retirement, or just falling behind on planning your financial future, you are not alone. Even if you have never made an effort to financially plan, there are still many […]
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Financial Planning
Is a Financial Planner Really Worth It?
Heather Jordan  – August 29, 2023
Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as your career evolves and big changes like marriage, having a child, or getting a new job may warrant adjustments to your long-term plan. It’s a common misconception that working with […]
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Financial PlanningRetirement
Key Considerations for Planning Retirement Income
Brett Sebion, Financial Coach  – August 22, 2023
For many of us, retirement feels far off, so it’s difficult to conceptualize how much retirement income we’ll need. Combine that with little experience in financial or retirement planning and it can seem altogether overwhelming. According to the latest data from the United States Census Bureau, the median annual income for individuals aged 65 and […]
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Financial Planning
Preparing Financially for Parenthood
Heather Jordan  – August 16, 2023
When a couple decides to start a family, there are a lot of things to prepare for. In addition to painting the nursery and stocking up on diapers, parents-to-be need to get their finances ready for the new baby. Here are a few financial preparations you may want to make. Start Saving Your bundle of […]
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Shop Around for Tax Breaks on College Expenses
Heather Jordan  – August 10, 2023
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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Financial PlanningInvestingRetirement
How to Choose the Right Financial Advisor
Heather Jordan  – August 08, 2023
Planning for your financial future can be a difficult task to do alone. Whether you are looking to invest in the stock market, planning for retirement or are simply looking to grow your wealth, seeking advice from a financial professional, often called a financial advisor or financial planner, is a great way to feel confident […]
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