Featured Article

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 ...
Keep Reading

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 ...
Keep Reading

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 ...
Keep Reading

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 ...
Keep Reading

Blog

Sort by:
All Posts Financial PlanningGetting StartedInvestingRetirement
Financial PlanningRetirement
How Long Will My Retirement Savings Last?
Brett Sebion, Financial Coach  – August 03, 2023
In 2023, people are living longer and retiring earlier. Whether you have recently left the workforce or have decades to go, ensuring you have enough money to last through your retirement is a key part of planning your financial future. Many retirement planners suggest replacing at least 70 to 85 percent of your pre-retirement annual […]
Keep Reading
Financial PlanningRetirement
Help Your Working Teen Get a Jump-Start on Saving
Emerj360  – July 20, 2023
You may have a teen in your family who holds down a part-time job or works full-time during the summer. You can help your child lay the groundwork for future retirement security early on by encouraging your child to open an individual retirement account (IRA). You may, or may not, get some resistance, especially if […]
Keep Reading
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 […]
Keep Reading
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 […]
Keep Reading
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 […]
Keep Reading
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 […]
Keep Reading

What are you waiting for?

We'll help you build financial security and a plan for retirement so you can enjoy life!
Open Account right-arrow-dark Open Account right-arrow-dark