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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 PlanningInvestingRetirement
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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Financial PlanningInvestingRetirement
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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Retirement
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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Financial PlanningInvestingRetirement
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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Financial PlanningRetirement
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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Financial PlanningRetirement
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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