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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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InvestingRetirement
Controlling Risk When Investing Near Retirement
Brett Sebion, Financial Coach  – July 16, 2023
Managing investment risk takes on added importance for investors nearing retirement. Within a few years of retirement, you’ll want to pay close attention to the different types of investment risks you face, and develop strategies for protecting the hard-earned money you’ve saved towards retirement. Assess Your Comfort Level Risk tolerance is the ability and willingness […]
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Financial PlanningInvestingRetirement
5 Mistakes for 401(k) Plan Participants to Avoid
Brett Sebion, Financial Coach  – July 03, 2023
If you have joined your company’s 401(k) plan, but are not that confident about saving and investing for such an important long-term goal, don’t worry. Your plan offers educational resources that can help you understand the plan’s features and your investment options. When you have additional questions, contact the Emerj360 team. However, even long-time plan […]
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Financial PlanningRetirement
Personal Financial Planning: 5 Step Beginner’s Guide
Heather Jordan  – June 27, 2023
Whether you are just starting out in the workforce or are nearing retirement, it is important to follow a financial plan. Many individuals think they don’t need a personalized and comprehensive financial plan because they are too young or feel they do not have the assets. However, the reality is that everyone needs a financial […]
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Financial PlanningInvestingRetirement
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 investing—can feel extremely overwhelming and prevent you from feeling confident in your financial decisions. The financial professionals at Emerj360 are here to help guide you, but learning […]
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Financial PlanningRetirement
4 Tips to Look into Your Financial Future
Brett Sebion, Financial Coach  – June 06, 2023
You don’t have a crystal ball, so you can’t say for sure what your retirement will look like. What you can do, however, is lay the groundwork now for the type of retirement you want. And that starts with determining where you are in your planning for retirement. It can be helpful to complete these […]
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Financial PlanningRetirement
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 properly to reach this goal. According to the United States Census Bureau, 50% of women and 47% of men who are between 55 and 66 years old […]
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