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Top 10 Questions We Hear as Financial Professionals

Emerj360  – April 08, 2024
Do you ever wonder what other people are asking financial professionals? Watch our webinar on demand for answers to our most asked questions to help boost your financial knowledge ...
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Featured Article

Budget Check Up: Tax Time Is the Right Time

Heather Jordan  – March 22, 2024
Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering ...
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Featured Article

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 ...
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Featured Article

What Your Last Tax Return Can Tell You About Your Finances

Brett Sebion, Financial Coach  – February 14, 2024
Just as coaches look back at their prior season to identify their team’s strengths and weaknesses, it can be helpful for taxpayers to review their most recent tax return to ...
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Financial PlanningRetirement
Building a Solid Financial Foundation
Emerj360  – April 30, 2024
When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when your financial “house is in order,” it means it is built on a solid foundation. It means that you have the “pillars” in place that are designed to support your […]
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Financial PlanningRetirement
Financial Longevity: Planning for a Longer Life
Heather Jordan  – April 22, 2024
Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life-expectancy in mind. There are serious consequences to financial planning around the wrong life expectancy. Some […]
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Retirement
9 Facts About Social Security
Emerj360  – April 02, 2024
Social Security has been a part of retirement life ever since it was established in 1935. Here are nine interesting facts about social security that will help you understand the benefits. Some facts may even surprise you! Interested in learning more about Social Security Benefits and getting your questions answered? Request a copy of our […]
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Retirement
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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Retirement
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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Retirement
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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