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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
Ways a Financial Planner May Benefit You
Heather Jordan  – October 03, 2023
Managing your own finances can be a difficult and time-consuming task. Yet in 2022, only 35% of Americans said they worked with some type of financial advisor, meaning a large amount of our population is not taking advantage of the benefits a professional can provide. No matter your age, financial status or background, working with […]
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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 PlanningInvesting
Preparing for Rising College Costs: Start Early and Save Often
Heather Jordan  – July 26, 2023
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 budgets (tuition and fees, room and board and allowances for books and supplies, transportation and […]
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InvestingRetirement
Controlling Risk When Investing Near Retirement
Brett Sebion, Financial Coach  – July 16, 2023
Managing investment risk takes on added importance for investors nearing retirement. Within a few years of retirement, you’ll want to pay close attention to the different types of investment risks you face, and develop strategies for protecting the hard-earned money you’ve saved towards retirement. Assess Your Comfort Level Risk tolerance is the ability and willingness […]
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Financial PlanningInvestingRetirement
5 Mistakes for 401(k) Plan Participants to Avoid
Brett Sebion, Financial Coach  – July 03, 2023
If you have joined your company’s 401(k) plan, but are not that confident about saving and investing for such an important long-term goal, don’t worry. Your plan offers educational resources that can help you understand the plan’s features and your investment options. When you have additional questions, contact the Emerj360 team. However, even long-time plan […]
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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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