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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Emerj360’s Top 10 Blogs of 2023
Emerj360  – January 02, 2024
Check out our most-viewed blogs from 2023. Topics focus on a variety of financial topics to help boost your financial confidence including financial and retirement planning, tax tips, investing insights and more. 1. Starting 2023 Off on the Right Financial Foot The new year brings new limits for various benefits and gifting strategies, and tasks […]
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Can You Contribute More to Your 401(k)?
Brett Sebion, Financial Coach  – December 12, 2023
Have you thought about your retirement plan contributions lately? If your contribution is automatically deducted from your paycheck, you might not think about it too often. But periodically revisiting the amount you’re contributing can be a smart move. When to Review Your 401(k) Contribution Amount Consider reviewing your contribution amount under the following circumstances. Beginning […]
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4 Considerations to Prepare for Healthcare Expenses in Retirement
Brett Sebion, Financial Coach  – December 05, 2023
When thinking about your retirement, there are many factors you likely are considering — where you’ll live, where you’ll travel, new hobbies you may want to pick up and how you will spend your newfound free time, to name a few. While these are all important factors to consider, there is one large consideration for […]
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Could You Live on $21,924 a Year?
Heather Jordan  – November 30, 2023
It doesn’t seem like a lot, but it is the average annual Social Security benefit for all retired workers in 2023. Could you get by on this amount? Sure, some expenses could be lower once you retire — your mortgage may be paid off, your children may be financially independent, and you won’t have work-related […]
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Five Tips to Save for Multiple Financial Goals at Once
Heather Jordan  – November 14, 2023
Most of us will always have savings goals that compete for priority in our lives. Between home ownership, retirement, student loans, new vehicles — it’s easy to get overwhelmed and not understand how to realistically tackle these goals at the same time. The best way, of course, is to have a savings plan. By taking […]
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