Featured Article

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 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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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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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 […]
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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 […]
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