Blog

5 Easy Ways to Protect Seniors from Financial Abuse
Emerj360  – May 06, 2024
Technology has helped streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to do everything in-person. These tools are simple to use, getting better every year, and don’t cost any more than the traditional methods. But, there are risks involved, especially for our seniors. […]
Keep Reading
5 Steps to Build a Solid Financial Foundation
Emerj360  – April 30, 2024
When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when your “financial house is in order,” it means it is built on a solid foundation – you have the “pillars” in place that are designed to support your long-term financial […]
Keep Reading
Financial Longevity: Planning for a Longer Life
Heather Jordan  – April 22, 2024
Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life-expectancy in mind. There are serious consequences to financial planning around the wrong life expectancy. Some […]
Keep Reading
How Income Taxes Work
Emerj360  – April 15, 2024
The Internal Revenue Service estimates that taxpayers and businesses spend about 8 billion hours a year complying with tax-filing requirements. To put this into perspective, if all this work were done by a single company, it would need about four million full-time employees and be one of the largest industries in the U.S.1 As complex […]
Keep Reading
A Penny Saved is Two Pennies Earned
Heather Jordan  – April 09, 2024
Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here are some simple and inexpensive energy-saving tips that may help you save money and be more earth-friendly along the way. Audit Your Energy Uses for Opportunities to Save To better understand where opportunities may exist for improving energy efficiency, […]
Keep Reading
8 Simple Tips for Organizing Your Finances
Heather Jordan  – April 08, 2024
Disorganized finances can make it difficult to plan and set your goals. Following a pattern of established management guidelines can help you stay on-top of your financial situation throughout the year. Whether you need to overhaul your budget, assess your credit standing, or get a better handle on your investments, stick to these eight habits […]
Keep Reading

What are you waiting for?

We'll help you build financial security and a plan for retirement so you can enjoy life!
Open Account right-arrow-dark Open Account right-arrow-dark