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10 Tips for a Carefree Retirement

Brett Sebion, Financial Coach  – July 31, 2024
The steps you can take to give yourself peace of mind when entering your retirement years After spending decades in the workforce, everyone deserves to experience a carefree ...
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Featured Article

Am I Saving Enough for Retirement?

Brett Sebion, Financial Coach  – June 21, 2024
“Am I saving enough for retirement?” is a question on the minds of many people. Unfortunately, for many individuals, the answer is, “No.” But, we are here as your best ...
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Featured Article

Building Wealth the Time-Tested Way

Heather Jordan  – May 24, 2024
While it can be pleasant to dream of sudden wealth, it’s not a realistic way to approach retirement planning. If you want to increase your chances of enjoying a financially ...
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Financial PlanningInvestingRetirement
Roth vs Traditional Contributions
Heather Jordan  – June 26, 2024
What Are They? For years, individuals participating in a 401(k) could only contribute in a traditional fashion. It wasn’t until 2006 when many 401(k) plans adopted a Roth contribution feature. This was a game changer for many people and we will walk through those benefits. But first, let’s walk through the differences between Roth and […]
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Financial PlanningInvestingRetirement
Overcoming Money Blind Spots
Brett Sebion, Financial Coach  – June 14, 2024
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. 3 Sample Scenarios Overconfidence in One Sector Imagine Sarah, an IT executive. She’s tech-savvy […]
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Investing
Investing 101: Compound Interest
Brett Sebion, Financial Coach  – June 07, 2024
Compound interest might sound complex, but it’s actually based on a very simple principle: earning interest on your interest. Here’s a clear and simplified way of understanding this important concept. Example of Compound Interest Imagine you save some money, let’s say $100, which grows at 10% annually. At the end of the first year, you […]
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Financial PlanningInvestingRetirement
Building Wealth the Time-Tested Way
Heather Jordan  – May 24, 2024
While it can be pleasant to dream of sudden wealth, it’s not a realistic way to approach retirement planning. If you want to increase your chances of enjoying a financially secure retirement, use a time-tested method — save and invest through a tax-favored retirement plan. It will require patience, but it is doable. Here are […]
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Financial PlanningInvesting
Preparing for Rising College Costs: Start Early and Save Often
Heather Jordan  – May 20, 2024
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 costs (including tuition and fees, room and board and allowances for books and supplies, transportation […]
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Financial PlanningInvestingRetirement
Emerj360’s Top 10 Blogs of 2023
Emerj360  – January 02, 2024
Check out our most-viewed blogs from 2023. Topics focus on a variety of financial topics to help boost your financial confidence including financial and retirement planning, tax tips, investing insights and more. 1. Starting 2023 Off on the Right Financial Foot The new year brings new limits for various benefits and gifting strategies, and tasks […]
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