Featured Article

Elevate Your Finances: October Webinar Series

Emerj360  – September 19, 2023
In honor of October being National Financial Planning month, we are bringing you a three-part webinar series to help set you up for success in reaching your financial goals. ...
Keep Reading

Featured Article

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 ...
Keep Reading

Featured Article

Financial Terms You Should Know

Heather Jordan  – June 15, 2023
One of the barriers when working with a financial advisor can be not knowing where to start. Financial terminology—especially when it comes to big topics like retirement or ...
Keep Reading

Featured Article

How to Retire Early: 6 Tips

Brett Sebion, Financial Coach  – June 01, 2023
The journey toward retirement is different for everyone, and more Americans are aiming for an early retirement. However, many who would like to retire early are not planning ...
Keep Reading

Featured Article

Saving For Retirement: How Much Should You Save?

Heather Jordan  – December 15, 2021
Are you wondering how much money you should save for retirement each year? Get a rough idea of what you should expect to put away. Whether you’re nearing your 50s, or you’re ...
Keep Reading

Blog

Sort by:
All Posts Financial PlanningGetting StartedInvestingRetirement
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 […]
Keep Reading
Financial PlanningRetirement
How Long Will My Retirement Savings Last?
Brett Sebion, Financial Coach  – August 03, 2023
In 2023, people are living longer and retiring earlier. Whether you have recently left the workforce or have decades to go, ensuring you have enough money to last through your retirement is a key part of planning your financial future. Many retirement planners suggest replacing at least 70 to 85 percent of your pre-retirement annual […]
Keep Reading
Financial Planning
Coffee with Heather Jordan, a CFP® Professional
Emerj360  – July 31, 2023
Did you know that the average American spends approximately $2,000* per year on coffee? Save some money and enjoy a FREE cup of coffee with Emerj360’s Managing Director, Heather Jordan, a CERTIFIED FINANCIAL PLANNER™ Professional and have your financial related questions answered. Emerj360 is a division of Trust Point that is aimed to help you […]
Keep Reading
Financial PlanningInvesting
Preparing for Rising College Costs: Start Early and Save Often
Heather Jordan  – July 26, 2023
The skyrocketing cost of college education has become a growing concern for students and families across the U.S. As tuition continues to rise, it is crucial to adopt a proactive approach to prepare for this financial challenge. In 2022-23, average budgets (tuition and fees, room and board and allowances for books and supplies, transportation and […]
Keep Reading
Financial PlanningRetirement
Help Your Working Teen Get a Jump-Start on Saving
Emerj360  – July 20, 2023
You may have a teen in your family who holds down a part-time job or works full-time during the summer. You can help your child lay the groundwork for future retirement security early on by encouraging your child to open an individual retirement account (IRA). You may, or may not, get some resistance, especially if […]
Keep Reading
Financial Planning
The ABC’s of Preparing for College Costs
Brett Sebion, Financial Coach  – July 11, 2023
Some parents start planning for college costs soon after their baby is born. While it may seem premature to be thinking about higher education expenses before your child even starts talking, it’s never too early to begin saving. Other parents may put off planning how to help pay for their children’s college tuition until much […]
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