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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 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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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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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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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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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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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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