Prepare For Your Next Milestone Moment

Emerj360 – September 29, 2022

Life is full of milestone moments – buying your first house, having children, seeing your children go through college, and retirement. Have a plan in place for the financial side of these milestone events so you can focus on the precious moments.

The Emerj360 team takes a 360 degree view of your situation so you can meet your goals.

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Written By Emerj360

Retirement

Take a Retirement Test Drive

Heather Jordan – November 15, 2024

When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s essential to have a plan for how you’ll spend your time. One way to prepare is to test-drive your retirement lifestyle before making the big leap. […]

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Retirement

Catch-Up Contributions

Heather Jordan – November 01, 2024

Saving enough money for a comfortable retirement is likely one of your primary financial goals. However, with so many demands on your finances, it’s easy to get off track. If you’re 50 or older and want to make up for lost time, tax laws allow you to ‘catch up’ on your retirement savings. You can […]

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Financial Planning

The Average American Budget

Heather Jordan – October 28, 2024

According to the Bureau of Labor Statistics, the average American household earns an average of $82,852 a year before taxes and spends almost 80% of their available income on basic necessities such as housing, food, and clothing. So, how does your household compare? Housing The average American spends roughly 33% of their income on shelter. […]

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