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 ...
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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 Planning
Financial Strategies for the New Year
Heather Jordan  – January 08, 2024
For many, the beginning of the year signifies a fresh start, and since it’s the season of New Year’s resolutions, it’s the perfect time to revisit your financial plan and find new strategies to boost your finances. Goal setting is an important exercise to prepare for the year ahead, and setting financial objectives can help […]
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Financial PlanningInvestingRetirement
Webinar: 2024 Tips and Limits to Optimize Your Financial Future
Emerj360  – January 03, 2024
Start the year off on a strong financial note! Watch the recap from our first webinar of the year as Heather Jordan, CFP®, MBA, discusses new limits for 2024 and some insightful tips for the new year. New limits we will cover may impact your IRA, HSA, 401(k) account, or your annual gifting strategy. We’ll […]
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Financial PlanningInvestingRetirement
Emerj360’s Top 10 Blogs of 2023
Emerj360  – January 02, 2024
Check out our most-viewed blogs from 2023. Topics focus on a variety of financial topics to help boost your financial confidence including financial and retirement planning, tax tips, investing insights and more. 1. Starting 2023 Off on the Right Financial Foot The new year brings new limits for various benefits and gifting strategies, and tasks […]
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Financial Planning
5 Financial Wellness Tips for the Sandwich Generation
Heather Jordan  – December 27, 2023
Are you in the ‘Sandwich Generation?’ If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is for you. We know you have an extremely challenging lifestyle that requires a lot of resilience and patience, so this article will provide tips on how to better manage your […]
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Financial PlanningInvesting
Charitable Giving Is an Investment in Yourself and Others
Heather Jordan  – December 15, 2023
As you brace for the holiday season — a crisp chill in the air, the jingling of bells — you may also have a steady stream of donation requests from charitable organizations arriving in the mail. As an American, you will probably be in a giving mood as the United States is one of the […]
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Retirement
Can You Contribute More to Your 401(k)?
Brett Sebion, Financial Coach  – December 12, 2023
Have you thought about your retirement plan contributions lately? If your contribution is automatically deducted from your paycheck, you might not think about it too often. But periodically revisiting the amount you’re contributing can be a smart move. When to Review Your 401(k) Contribution Amount Consider reviewing your contribution amount under the following circumstances. Beginning […]
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