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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 PlanningRetirement
Personal Financial Planning: 5 Step Beginner’s Guide
Heather Jordan  – June 27, 2023
Whether you are just starting out in the workforce or are nearing retirement, it is important to follow a financial plan. Many individuals think they don’t need a personalized and comprehensive financial plan because they are too young or feel they do not have the assets. However, the reality is that everyone needs a financial […]
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Financial PlanningInvesting
Choosing an Investment Type
Brett Sebion, Financial Coach  – June 20, 2023
One of the most important ways to grow your wealth is to invest it. Regardless of your income or current financial situation, the sooner you start investing, the more successful you will be. That being said, with so many investment opportunities available, it can be difficult to know where to start. Here are a few […]
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Financial PlanningInvestingRetirement
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 investing—can feel extremely overwhelming and prevent you from feeling confident in your financial decisions. The financial professionals at Emerj360 are here to help guide you, but learning […]
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Financial PlanningRetirement
4 Tips to Look into Your Financial Future
Brett Sebion, Financial Coach  – June 06, 2023
You don’t have a crystal ball, so you can’t say for sure what your retirement will look like. What you can do, however, is lay the groundwork now for the type of retirement you want. And that starts with determining where you are in your planning for retirement. It can be helpful to complete these […]
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Financial PlanningRetirement
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 properly to reach this goal. According to the United States Census Bureau, 50% of women and 47% of men who are between 55 and 66 years old […]
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Financial PlanningRetirement
Borrowing from Yourself – Not Always the Best Plan
Heather Jordan  – May 25, 2023
Where can you turn if you need cash in an emergency? Some people turn to their 401(k) plans. After all, you’re borrowing your own money and paying it back to yourself with interest. But taking a loan from your 401(k) plan may put you at risk of not reaching your retirement goals. Before you take […]
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