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
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 assess what they did well and what they could’ve improved on when it came to their taxes and overall finances. Your federal income tax return […]
Keep Reading
Tax Advantages of a Health Savings Account
Heather Jordan  – February 09, 2024
Health savings accounts (HSAs) have been around for nearly two decades, but many people are unfamiliar with them and the benefits they offer. This article is an overview of how they work, who is eligible for them, and what tax advantages they provide. An HSA is essentially an interest-bearing, medical savings account that you can […]
Keep Reading
2024 Tax Guide: Quick Takes for the New Year
Emerj360  – February 02, 2024
View the 2024 income tax brackets, long term-capital gains tax rates and insights on some factors that may impact your tax situation in this guide. 2024 Federal Tax Provisions 2024 Federal Income Tax Brackets for single filers, heads of household, married filing jointly, and Trusts and Estates. (Click the chart to enlarge it.) Long-Term Capital […]
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 right-arrow-dark Sign Up Now right-arrow-dark