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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Financial Planning

Retirement Savings Considerations When Switching Jobs

Brett Sebion, Financial Coach – September 10, 2024

What happens to the money in your retirement plan account when you switch jobs? That’s up to you. Typically, one of your options may be to take your savings in a single sum. Sounds like a bonus, right? Wrong. Learn about why you should put more thought into cashing out your retirement savings. Early 401(k) […]

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Retirement

How Much Will You Need for Retirement?

Brett Sebion, Financial Coach – September 04, 2024

It’s one of the most common questions we hear as financial professionals – “How much money will I need for retirement?” The answer varies for each individual based on their aspirations and goals. But, a general rule of thumb is that you’ll want 65% – 85% of your pre-retirement income available each year during retirement. […]

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Financial Planning Retirement

Build Healthcare Expenses into Your Retirement Planning

Emerj360 – August 26, 2024

Determining how much money you’ll need to live comfortably after you retire is not an exact science. In general, you may need between 70% and 80% of what you were earning during your last working years to maintain the same standard of living in retirement. However, as you age, you may find that you have […]

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