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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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Featured Article

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 PlanningInvestingRetirement
Protect Your Finances From Fraud
Heather Jordan  – November 13, 2023
As you navigate the digital landscape, it is important to be aware of the evolving fraud risks. Scammers embrace AI and other technology because it enables them to analyze large amounts of data quickly, identify potential targets more efficiently, and personalize their scams to appear genuine, increasing the chances of success. By equipping yourself with […]
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Financial PlanningInvestingRetirement
Overcoming Money Blind Spots
Brett Sebion, Financial Coach  – November 06, 2023
Blind spots, in the realm of investing, can be likened to the unnoticed smudges on a pair of glasses. They obscure a clear view of reality, but can easily go unnoticed. In the world of finance, this can have costly implications. Imagine Sarah, an IT executive. She’s tech-savvy and feels very confident investing in the […]
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Financial Planning
Mortgage Strategies Explained
Brett Sebion, Financial Coach  – October 31, 2023
Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is significant as you might remember rates in 2021 were often below 3%.1 The run-up has cooled the housing market considerably. Now, lenders are having to get creative to drive new business. They’re offering more incentives […]
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Financial Planning
Don’t Miss These 5 Year-End Financial Planning Opportunities
Brett Sebion, Financial Coach  – October 31, 2023
Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays to plan, and vacations to organize. While financial planning should occur year-round, it often becomes top of mind as the year draws to a close. Even though the holiday season is a busy […]
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Financial Planning
Types of Financial Professionals
Heather Jordan  – October 25, 2023
When it comes to making decisions about your finances and future, it is important to put your best foot forward. Typically, that means hiring a financial professional, who can guide you through making decisions about your wealth. However, there are many types of financial professionals who have a variety of expertise, which can make it […]
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Financial PlanningRetirement
Your Current Lifestyle vs. Your Retirement Lifestyle
Brett Sebion, Financial Coach  – October 20, 2023
Working toward retirement can be like moving toward a light at the end of a tunnel. Many Americans spend decades saving for retirement, but don’t have an actual plan for once they retire. Whether you are looking to travel more, pick up a new hobby, start a part time-job or just spend time relaxing with […]
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