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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
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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Financial PlanningInvestingRetirement
How Much Does a Financial Advisor Cost In 2023?
Emerj360  – April 28, 2023
According to a Harris Poll survey, 60 percent of respondents had no idea how much they were paying in fees or how the fees were charged on all their financial accounts. It might sound surprising, but advisors or other financial consultants can be compensated in a number of ways, which can make understanding or talking […]
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Financial PlanningRetirement
Wondering What to Do With an Old IRA or 401(k) Account?
Emerj360  – April 04, 2023
Did you know? There are an estimated 2.8 million 401(k) accounts forgotten each year. Some will eventually be reclaimed or liquidated, but rolling over funds can help simplify your finances and ensure your funds don’t become part of that 2.8 million. Funds can generally stay in a 401(k) plan sponsored by a former employer, but […]
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Financial PlanningInvestingRetirement
Women, Wealth, and Wisdom
Emerj360  – March 31, 2023
In honor of Women’s History Month, Heather Jordan, CFP, and Brett Sebion, Financial Coach, hosted a Women & Investing webinar on March 29th. If you missed the webinar, you can watch the recording on demand. Topics Covered Women investors may have unique financial challenges – from earning less income and living longer to caring for […]
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Retirement
Catch Up Contributions
Heather Jordan  – February 28, 2023
Saving enough money for a comfortable retirement is probably one of your main financial goals. But, with so many other demands on your money, it’s easy to get off track. If you are age 50 or older and want to make up for lost time, the tax law allows you to catch up on your […]
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Retirement
Finding the Ideal Place to Live in Retirement
Heather Jordan  – February 15, 2023
Planning for retirement is rife with big questions — not just how you want to spend your golden years, but where? For some, retirement offers the opportunity to spend more time with family; for others, it’s the chance to venture into a different climate. For the most part, seniors are planning to spend their retirement […]
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