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Elevate Your Finances: October Webinar Series

Emerj360  – September 19, 2023
In honor of October being National Financial Planning month, we are bringing you a three-part webinar series to help set you up for success in reaching your financial goals. ...
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Featured Article

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 ...
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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 ...
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Featured Article

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 ...
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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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Financial PlanningInvesting
College Savings Plans: Breaking Down the Complexities
Heather Jordan  – May 11, 2023
The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other important financial obligations such as buying a home, having a wedding, or starting a family. Young adults who graduate with less student debt have more flexibility and financial opportunities later […]
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Financial PlanningInvestingRetirement
How Much Does a Financial Advisor Cost In 2023?
Emerj360  – April 28, 2023
According to a Harris Poll survey, 60 percent of respondents had no idea how much they were paying in fees or how the fees were charged on all their financial accounts. It might sound surprising, but advisors or other financial consultants can be compensated in a number of ways, which can make understanding or talking […]
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Financial PlanningInvestingRetirement
Women, Wealth, and Wisdom
Emerj360  – March 31, 2023
In honor of Women’s History Month, Heather Jordan, CFP, and Brett Sebion, Financial Coach, hosted a Women & Investing webinar on March 29th. If you missed the webinar, you can watch the recording on demand. Topics Covered Women investors may have unique financial challenges – from earning less income and living longer to caring for […]
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Financial PlanningInvesting
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 liability. Here’s a look at some of the factors you may want to consider in your planning. Standard Deduction or Itemizing […]
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Financial PlanningInvesting
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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