Financial Success: Planning Today for a Better Tomorrow

Heather Jordan – October 21, 2022

Are you feeling financially secure – maybe you have a good job with a good income? Maybe you have even started saving or investing outside your 401(k) plan. All steps in the right direction – but do you have a clear plan?

A well-documented financial plan can help protect you, especially in these challenging times of high inflation and market volatility.

Watch this webinar on-demand for answers to these common questions and more.

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Written By Heather Jordan

Financial Planning Retirement

A Roadmap to Early Retirement

Heather Jordan – July 24, 2024

Key considerations for achieving a worry-free workforce exit. For many years, age 65 served as the benchmark for retirement. That’s largely because it’s the age that was considered “fully retired” based on Social Security parameters for decades — the age you could access benefits penalty-free. Today, “fully retired” is 67 (for anyone born in 1960 […]

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Upcoming Webinar: Integrating College Savings into Your Financial Plan

Emerj360 – July 23, 2024

Choosing the right investment vehicles can help you save for college education. Join this webinar to hear from Heather Jordan, CFP®, MBA and Jennifer Gander, CFP®, CPA as they share insightful information to help save for a college education. Here is a preview of questions we will cover: Whether you’re on the path to saving […]

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Financial Planning

What Are Non-Discretionary vs. Discretionary Expenses?

Brett Sebion, Financial Coach – July 05, 2024

What’s a non-discretionary budget item? Your cable bill? A gym membership? Your mortgage? One of the biggest mistakes you can make when you draw up a budget is failing to separate the things you need from the things you want. Setting priorities is the first step in coming up with a spending plan. Recognizing which expenses are essential […]

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