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Retirement Through Your Own Eyes: Questions to Ask
Brett Sebion, Financial Coach  – March 26, 2024
How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel or spend more time with family and friends. With that in mind, here are some things to consider. What do you absolutely need to accomplish in retirement? If you could […]
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5 Benefits of Working in Retirement
Brett Sebion, Financial Coach  – March 12, 2024
In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. You might be thinking, “isn’t retirement the goal of saving up for retirement throughout my working years?” But the rules are shifting. Labor force participation among those aged 65-74 is predicted to reach 30.7 percent by […]
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Conquering Retirement Challenges for Women
Heather Jordan  – March 08, 2024
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that the typical lifespan for women is about 6 years longer than men, retirement money for women may need to stretch even further.1 Additionally, although the pay gap is narrowing, women earn less than men, on […]
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Changing Jobs? Don’t Overlook Potential Tax Issues
Brett Sebion, Financial Coach  – March 01, 2024
A job change is a significant undertaking. It requires readjustments in one’s life irrespective of whether the change is due to a better career opportunity elsewhere or an employer-directed reduction in the workforce. A job change can also have tax consequences. Here are three important tax-related issues that departing employees should pay close attention to: […]
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Is Your 401(k) Plan Doing Duty as an Emergency Fund?
Brett Sebion, Financial Coach  – January 19, 2024
There has been a significant increase in the number of workers tapping into their retirement plan accounts to help pay living expenses and large unexpected bills. The steep rise in the cost of living has put many workers under financial pressure and many, lacking an emergency fund, resort to taking loans or hardship withdrawals from […]
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Webinar: 2024 Tips and Limits to Optimize Your Financial Future
Emerj360  – January 03, 2024
Start the year off on a strong financial note! Watch the recap from our first webinar of the year as Heather Jordan, CFP®, MBA, discusses new limits for 2024 and some insightful tips for the new year. New limits we will cover may impact your IRA, HSA, 401(k) account, or your annual gifting strategy. We’ll […]
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