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Tax Advantages of a Health Savings Account

Heather Jordan  – April 10, 2023
Health savings accounts (HSAs) have been around for nearly two decades, but many people are unfamiliar with them and the benefits they offer. This article is an overview of how ...
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Featured Article

Get Your Tax Refund Working 24/7

Heather Jordan  – April 07, 2023
Like many taxpayers, you may receive a large tax refund at tax time every year. Unfortunately, that refund is not a gift to you from the IRS: It simply means that you had too much ...
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Featured Article

Tips on Tax Planning

Emerj360  – March 07, 2023
You may not think about taxes often, but they can prove to be a large expense. That’s why it’s important to make the most of any opportunities you may have to lower your tax ...
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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 ...
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Webinar: 5 Ways to Trick Yourself into Saving & Investing More!
Emerj360  – March 01, 2023
Join Brett Sebion, Financial Coach at Emerj360, to learn how to budget for fun (yes, you really can!) and learn some simple ticks to help you save more, without feeling like you have to miss out. Watch the recording for tips on the following: If you have any follow-up questions from the webinar, feel free […]
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Investing
Get to Know Your Risk Tolerance
Brett Sebion, Financial Coach  – February 13, 2023
When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance can be the trickiest to get a handle on, especially since it can be determined in large part by your emotions and how well you handle turbulence in the market. […]
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Investing
Investing Through Life’s Stages
Brett Sebion, Financial Coach  – February 09, 2023
Investing is a lifelong process. The sooner you start, the better off you’ll be in the long run. It’s best to start saving and investing as soon as you start earning money, even if it’s only $10 a paycheck. The discipline and skills you learn will benefit you for the rest of your life. But […]
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Financial PlanningInvestingRetirement
3 Small Moves that Make a Big Difference in Retirement
Heather Jordan  – February 07, 2023
Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have enough to meet your retirement goals. Sometimes relatively small adjustments to your plan can make a huge impact on your ability to save, such as choosing to invest in low-cost […]
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Investing
Exploring the Investment World
Brett Sebion, Financial Coach  – January 31, 2023
Looking for a new adventure? Consider investing in international investments.* Foreign investments add another level of diversification** to your portfolio. Overseas markets often perform differently than U.S. markets due to varying economic conditions. Including international investments in your asset mix may help cushion your portfolio when domestic securities are weak. A fairly simple way to […]
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InvestingRetirement
SECURE 2.0 Act Paves the Way for Big Changes
Allyson Krause, CRPP™, Managing Director, Retirement Plan Services  – January 12, 2023
The SECURE 2.0 Act of 2022 (“SECURE 2.0”) is chock-full of provisions – 92, in fact – aimed at improving Americans’ preparedness for retirement. Like SECURE Act 1.0 (passed December 2019), this latest round of legislation provides workers with greater access to retirement plans and further encourages retirement savings. This article highlights key provisions of […]
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