Featured Article

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 ...
Keep Reading

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 ...
Keep Reading

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 ...
Keep Reading

Blog

Sort by:
All Posts Financial PlanningGetting StartedInvestingRetirement
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 […]
Keep Reading
Financial PlanningInvesting
Webinar: 5 Ways to Trick Yourself into Saving & Investing More!
Emerj360  – March 01, 2023
Brett Sebion, Financial Coach at Emerj360, hosted a webinar to explain how to budget for fun (yes, you really can!) and shared 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, […]
Keep Reading
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. […]
Keep Reading
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. No […]
Keep Reading
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 […]
Keep Reading
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. However, remember that diversification does […]
Keep Reading

What are you waiting for?

We'll help you build financial security and a plan for retirement so you can enjoy life!
Open Account right-arrow-dark Open Account right-arrow-dark