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Blog

May 2, 2023

It’s Not a Windfall, It’s Your Savings

What happens to the money in your retirement plan account when you switch jobs? That’s up to you. Typically, one of your...
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April 4, 2023

Wondering What to Do With an Old IRA or 401(k) Account?

Did you know? There are an estimated 2.8 million 401(k) accounts forgotten each year. Some will eventually be reclaimed or liquidated, but...
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March 22, 2023

Auto Pilot for Your Finances

When you need directions, do you reach for a map or type your destination into a computer or smart phone? Paper maps...
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March 7, 2023

Tips on Tax Planning

You may not think about taxes often, but they can prove to be a large expense. That’s why it’s important to make...
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March 1, 2023

Webinar: 5 Ways to Trick Yourself into Saving & Investing More!

Brett Sebion, Financial Coach at Emerj360, hosted a webinar to explain how to budget for fun (yes, you really can!) and shared...
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February 7, 2023

3 Small Moves that Make a Big Difference in Retirement

Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help...
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January 24, 2023

A Financial Professional Can Help You Make the Most of Your Finances

The input of an objective, experienced financial professional can be invaluable for anyone focused on managing their finances. Whether you are interested...
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January 12, 2023

SECURE 2.0 Act Paves the Way for Big Changes

The SECURE 2.0 Act of 2022 (“SECURE 2.0”) is full of provisions – 92, in fact – aimed at improving Americans’ preparedness...
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