Ready to Take a Hybrid Approach to Your Financial Planning?

Trust Point – August 17, 2022

Plan for your retirement with online investing when you want it and local people available for guidance when you need it.

Our team had a great time filming our latest commercial! Watch to learn more about how the Emerj360 team can help you take a 360 degree approach to reviewing your retirement plan.

Schedule an appointment with one of our dedicated team members if you have questions or if you’re ready to get started.

Written By Trust Point

Financial Planning Retirement

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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Financial Planning

How Income Taxes Work

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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Financial Planning

A Penny Saved is Two Pennies Earned

Heather Jordan – April 09, 2024

The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence clear.” Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here are some simple and inexpensive energy-saving tips that may help you save money […]

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