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Protect Your Finances From Fraud
Heather Jordan  – November 13, 2023
As you navigate the digital landscape, it is important to be aware of the evolving fraud risks. Scammers embrace AI and other technology because it enables them to analyze large amounts of data quickly, identify potential targets more efficiently, and personalize their scams to appear genuine, increasing the chances of success. By equipping yourself with […]
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8 Must-Know Retirement Deadlines
Heather Jordan  – November 09, 2023
When can you access your savings without a penalty? When should you enroll in Medicare? At what age is it best to collect Social Security? In the years leading up to retirement, there are a number of key milestones and deadlines to consider. Without careful attention, it’s easy to miss these checkpoints and the consequences […]
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Overcoming Money Blind Spots
Brett Sebion, Financial Coach  – November 06, 2023
Blind spots, in the realm of investing, can be likened to the unnoticed smudges on a pair of glasses. They obscure a clear view of reality, but can easily go unnoticed. In the world of finance, this can have costly implications. Imagine Sarah, an IT executive. She’s tech-savvy and feels very confident investing in the […]
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Your Current Lifestyle vs. Your Retirement Lifestyle
Brett Sebion, Financial Coach  – October 20, 2023
Working toward retirement can be like moving toward a light at the end of a tunnel. Many Americans spend decades saving for retirement, but don’t have an actual plan for once they retire. Whether you are looking to travel more, pick up a new hobby, start a part time-job or just spend time relaxing with […]
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Elevate Your Finances: October Webinar Series
Emerj360  – October 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. Retirement Readiness Even if you’ve been saving for retirement for years, there are several factors to consider near retirement to ensure you’re prepared to live comfortably […]
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Are You Prepared for a 30 Year Retirement?
Brett Sebion, Financial Coach  – October 11, 2023
The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning. After all, you’ll need to estimate your lifespan to determine how much money you’ll need to retire comfortably. Many pre-retirees speculate on this figure or overlook it entirely. So, how […]
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