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 ...
Keep Reading

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 ...
Keep Reading

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 ...
Keep Reading

Blog

Sort by:
All Posts Financial PlanningGetting StartedInvestingRetirement
Financial Planning
Retirement Savings Considerations When Switching Jobs
Brett Sebion, Financial Coach  – September 10, 2024
What happens to the money in your retirement plan account when you switch jobs? That’s up to you. Typically, one of your options may be to take your savings in a single sum. Sounds like a bonus, right? Wrong. Learn about why you should put more thought into cashing out your retirement savings. Early 401(k) […]
Keep Reading
Financial PlanningRetirement
Build Healthcare Expenses into Your Retirement Planning
Emerj360  – 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 […]
Keep Reading
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 […]
Keep Reading
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 […]
Keep Reading
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 […]
Keep Reading
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 […]
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