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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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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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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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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
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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Financial PlanningRetirement
Borrowing from Yourself – Not Always the Best Plan
Heather Jordan  – May 25, 2023
Where can you turn if you need cash in an emergency? Some people turn to their 401(k) plans. After all, you’re borrowing your own money and paying it back to yourself with interest. But taking a loan from your 401(k) plan may put you at risk of not reaching your retirement goals. Before you take […]
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Financial PlanningRetirement
Pump Up the Savings
Brett Sebion, Financial Coach  – May 16, 2023
Concerned about your financial fitness? Worried that you’ve been neglecting your retirement plan? Saving more can help you get things into tip-top shape. If you haven’t increased the amount you contribute to your plan in a while (or ever), here’s why it’s a good idea to give your savings a boost. Compounding Work Out The […]
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Retirement
How to Retire Comfortably
Brett Sebion, Financial Coach  – May 05, 2023
Most retirement planners agree that you will need at least 70% to 85% of your current annual household income in retirement. To get there, it’s estimated we need eight to 10 times our ending salary to be financially secure by age 67. But how do you actually get there? That goal may sound overwhelming, but […]
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Financial PlanningRetirement
It’s Not a Windfall, It’s Your Savings
Brett Sebion, Financial Coach  – May 02, 2023
What happens to the money in your retirement plan account when you switch jobs? That’s up to you. Typically, one of your options may be to take your savings in a single sum. Sounds like a windfall, right? Wrong. Here’s why you should think long and hard about cashing out your retirement savings. Less Money […]
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