In-Person Education Session September 13th in La Crosse

Heather Jordan – September 08, 2022

You’ve worked hard and saved hard for this moment – retirement. Actually transitioning from saving to spending can be difficult, especially considering the current market volatility, rising inflation, and a potential recession looming.

In this session, we will discuss retirement income planning and solutions that will help prepare you for what’s to come. Light appetizers and beverages will be served.

Location: The Freighthouse Restaurant (107 Vine St, La Crosse, WI 54601)

Schedule: Check-in at 4:00 pm; Presentation at 4:30 pm

Reserve Your Spot

Have any questions? Call us at 1-83-Emerj360 or send us an email at [email protected].

Visit our resources library for insights and tips at your convenience.

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 […]

Keep Reading

Financial Planning Investing Retirement

Roth vs Traditional Contributions

Heather Jordan – June 26, 2024

What Are They? For years, individuals participating in a 401(k) could only contribute in a traditional fashion. It wasn’t until 2006 when many 401(k) plans adopted a Roth contribution feature. This was a game changer for many people and we will walk through those benefits. But first, let’s walk through the differences between Roth and […]

Keep Reading

Financial Planning Retirement

Am I Saving Enough for Retirement?

Brett Sebion, Financial Coach – June 21, 2024

“Am I saving enough for retirement?” is a question on the minds of many people. Unfortunately, for many individuals, the answer is, “No.” But, we are here as your best financial friend to help along the way. Believe it or not, the government offers tax benefits to retirement savers to encourage putting money aside for […]

Keep Reading

What are you waiting for?

Everything we do boils down to this: by doing what is best for you, we do what’s best for our company. Helping you build financial security and plan for retirement so you can look forward enjoying life.

Open Account