In honor of October being National Financial Planning month, we are bringing you a three-part webinar series to help set you up for success in reaching your financial goals.

Retirement Readiness

Even if you’ve been saving for retirement for years, there are several factors to consider near retirement to ensure you’re prepared to live comfortably in your golden years. Have you thought of these factors?

  • Social Security Benefits: When does it makes sense for you to begin collecting?
  • Medicare: Do you know your options?
  • Budgeting: How will you balance your spending and saving?

Savings Tips and Tricks

October 24th: 12:00 – 1:00 pm

77% of Americans are anxious about their financial situation. But, following a few tips and creating a financial plan can help boost your confidence and your savings strategy.

  • Create a budget
  • Pay yourself first
  • Strategize a way to pay off debt

Social Security Benefits 101

October 26th: 6:00 – 7:00 pm

Do you have questions about Social Security? You’re not alone. This webinar will cover common misconceptions about Social Security Benefits and answer common questions, such as the following:

  • Am I eligible?
  • How much will I receive?
  • When should I start claiming benefits?
Written By  Emerj360
Building a Solid Financial Foundation
Emerj360  – April 30, 2024
When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when your financial “house is in order,” it means it is built on a solid foundation. It means that you have the “pillars” in place that are designed to support your […]
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Financial Longevity: Planning for a Longer Life
Heather Jordan  – April 22, 2024
Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life-expectancy in mind. There are serious consequences to financial planning around the wrong life expectancy. Some […]
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Emerj360  – April 15, 2024
The Internal Revenue Service estimates that taxpayers and businesses spend about 8 billion hours a year complying with tax-filing requirements. To put this into perspective, if all this work were done by a single company, it would need about four million full-time employees and be one of the largest industries in the U.S.1 As complex […]
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