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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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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. How to Assess Your Risk Comfort Level Risk tolerance is the […]
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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. With that being said, having so many investment opportunities available, it can be difficult to know where to start. Here are a […]
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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 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 2024?
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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