Our Resources

Financial Planning Resources and Tools

Emerj360 was not only created to help more individuals with financial services, but also to expand financial education. Wondering when you should take Social Security? Are you saving enough to retire? We have answers to these questions and many more in our blog and video libraries, interactive tools, plus exclusive downloadable guides. Join our monthly newsletter for the latest insights and newest tools.

Complimentary Resources

Financial Education Resources

Blog

Get insights on financial planning, retirement planning, investments, and updates on events on our blog.

Videos

Our video library contains several short videos to boost your financial knowledge. Did you miss a recent webinar? We have recordings of those too for you to watch on-demand.

Financial Planning Guides

Retirement Planning Guides

Retirement Calculator

Find Out How Much You Will Have to Retire

Use our interactive retirement calculator to get an estimate of how much money you will have each month during retirement based on your current income and investing strategy.

Try Our Retirement Calculator

Retirement Lifestyle Quiz

Uncover Your Retirement Lifestyle

As a division of Trust Point, we’re sharing access to the Retirement Lifestyle quiz. Take the quiz to discover which retirement lifestyle fits you best: Explorer, Connector, Steward, or Seeker.

Take the short Survey

Trust Point Magazine

The 7th edition of the Trust Point Magazine is here and filled with valuable insights to help you prepare for retirement, manage family finances, and approach investing with clarity. For the full edition, including in-depth perspectives from our Emerj360 team, request your complimentary copy of the complete magazine.

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