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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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Featured Article

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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Investing
Investing Through Life’s Stages
Brett Sebion, Financial Coach  – February 09, 2023
Investing is a lifelong process. The sooner you start, the better off you’ll be in the long run. It’s best to start saving and investing as soon as you start earning money, even if it’s only $10 a paycheck. The discipline and skills you learn will benefit you for the rest of your life. But […]
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Financial PlanningInvestingRetirement
3 Small Moves that Make a Big Difference in Retirement
Heather Jordan  – February 07, 2023
Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have enough to meet your retirement goals. Sometimes relatively small adjustments to your plan can make a huge impact on your ability to save, such as choosing to invest in low-cost […]
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Investing
Exploring the Investment World
Brett Sebion, Financial Coach  – January 31, 2023
Looking for a new adventure? Consider investing in international investments.* Foreign investments add another level of diversification** to your portfolio. Overseas markets often perform differently than U.S. markets due to varying economic conditions. Including international investments in your asset mix may help cushion your portfolio when domestic securities are weak. A fairly simple way to […]
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InvestingRetirement
SECURE 2.0 Act Paves the Way for Big Changes
Allyson Krause, CRPP™, Managing Director, Retirement Plan Services  – January 12, 2023
The SECURE 2.0 Act of 2022 (“SECURE 2.0”) is chock-full of provisions – 92, in fact – aimed at improving Americans’ preparedness for retirement. Like SECURE Act 1.0 (passed December 2019), this latest round of legislation provides workers with greater access to retirement plans and further encourages retirement savings. This article highlights key provisions of […]
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Investing
Active vs. Passive Investing: Which Is Best?
Brett Sebion, Financial Coach  – January 09, 2023
Investors and advisors alike have long debated the merits of active versus passive investing. As the markets took a downward turn in 2022 in response to rising interest rates, this age-old question emerged again. Passive investing seeks to generate average market returns and involves hanging on to investments over a long period of time in […]
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Investing
How Diversifying Your Portfolio Can Mitigate Risk
Brett Sebion, Financial Coach  – December 21, 2022
Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset, sector, or the market as a whole. But you can take steps to manage your risk by diversifying your portfolio. Here’s a look at what diversification is, why it matters, and how to do […]
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