Retirement Readiness Session: Plan and Secure Your Future

Emerj360 – September 19, 2024

Heather Jordan and Brett Sebion from the Emerj360 team are excited to be presenting at an upcoming in-person retirement readiness session to share insights on what to consider so you can plan for a comfortable retirement.

Our experts will discuss the following and more:

Budgeting in Retirement
Investment Allocation
Key Dates Before and During Retirement
Retirement Benefits

When: Wednesday, October 16th | 5-6 pm | Doors open at 4:30 pm

Where: La Crescent Area Event Center (595 Veterans Pkwy, La Crescent, MN 55947)

Save Your Seat

Written By Emerj360

Financial Planning

Don’t Send Your Child Off to College Without These Four Tools

Emerj360 – September 18, 2024

Preparing your child for college is an exciting but often hectic time. Between the college applications, housing forms, class registrations and meal plans, there is a lot to manage. One crucial aspect that is often overlooked, but should be included on every parent’s college checklist, is estate planning. Why it Matters Once your child reaches […]

Keep Reading

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) […]

Keep Reading

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. […]

Keep Reading

What are you waiting for?

Everything we do boils down to this: by doing what is best for you, we do what’s best for our company. Helping you build financial security and plan for retirement so you can look forward enjoying life.

Open Account