Retirement Planning

Retirement Planning in La Crosse, WI

You’ve worked hard towards achieving a comfortable retirement. Whether you’re a retiree wondering how to make your money last, nearing retirement and wanting to know if you’re ready, or if you need help setting the course for your retirement, the Emerj360 professionals are here to help you emerge into retirement with confidence.

Our Approach to Retirement Planning

Emerj360 takes a 360-degree look at your financial situation for retirement planning. Our goal is not to simply get you to retirement, but through retirement comfortably. Here are some factors we consider when building your personalized plan.

  • Retirement Withdrawal Strategies
  • Social Security
  • Retirement Income Strategies
  • Investment Strategies
  • Healthcare and Long-Term Care

Retirement Rollovers Upon a Job Change or Retirement

Don’t lose out on your hard-earned 401(k) dollars when you change jobs or retire. You have options, but there are many considerations in making your rollover decision. We are here to have a conversation about what may work best for you. View our 4 Retirement Rollover Options blog to understand your options.

Answering Common Retirement Planning Questions

Retirement planning can be complex, leaving you with many unanswered questions. How much money do I need to save to retire? When should I start taking Social Security? We address these questions and focus on key dates throughout your lifetime to guide your plan.

2025 Guide to Social Security

  • Who Receives Benefits
  • How to Figure Benefits
  • Full Retirement Age (FRA)
  • When to Begin Retirement Benefits
  • Social Security Questions and Answers
Emerj360 Guide To Social Security Preview
Retirement Calculator

Retirement Planning Resource Hub

Not sure if you’re on track to meet your retirement goals? Use our retirement calculator to get an estimate of how much money you will have per month during your retirement years based on your current savings strategy. Have questions on Medicare or Social Security benefits? Visit their websites directly for the most up-to-date information. If you’d prefer to talk with us, please give us a call at 1-833-637-5360.

From Our Blog

Retirement Planning Insights

It’s Never Too Late to Save for Retirement

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When to Start Receiving Social Security

When to start receiving Social Security retirement benefits is an important decision, especially when you consider retirement could span 20 years or...
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Retirement Ready at Every Age: Key Considerations for All Ages

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Secure Your Future

Ready to enjoy a comfortable retirement? Partner with Emerj360 to create a personalized retirement plan that ensures your hard-earned money works for you. Schedule a meeting with our professionals today and take the first step toward a confident and worry-free retirement.

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