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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
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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Financial PlanningInvestingRetirement
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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Financial PlanningInvestingRetirement
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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Retirement
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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Retirement
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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Financial PlanningRetirement
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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