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Your Financial Partner: What Drives Us at Emerj360

Your Financial Partner: What Drives Us at Emerj360

Curious about what drives us at Emerj360? Discover how our passion for helping clients build their financial future guides everything we do.
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What is a Financial Plan?

Life is busy, which is why you should always have a plan—especially when it comes to your finances. No matter what stage...
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Health Savings Account = Wealth Building Benefit

What is an HSA? A Health Savings Account (HSA) is a tax-advantaged account that can be paired with a high-deductible health plan....
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Financial Strategies for the New Year

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...
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Don’t Miss These 5 Year-End Financial Planning Opportunities

Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays...
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4 Retirement Rollover Options

You have worked hard saving for your retirement. But what happens if you change jobs or retire? There are many considerations in...
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Couple smiling with their son

What’s Your Financial “Why” for the New Year?

With wealth comes an expansive list of financial opportunities: paying down debt, upgrading homes, maximizing retirement savings, or supporting future generations. The...
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Man looking worried while looking at paperwork

Why Do We Worry About Money?

It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often...
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Retired man looking at his phone

Navigating 6 Common Retirement Pitfalls

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been...
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man and woman smiling at papers on a clipboard

The Real Answer to Your Financial Questions: It Depends

When it comes to personal finance, one of the most common—and frustrating—answers you’ll hear is, “It depends.” Whether you’re asking about the...
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