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)

Written By  Emerj360
How Retirement Spending Changes With Time
Emerj360  – September 30, 2024
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households “live it up” and spend more than they anticipate as retirement starts to unfold. In 10 or 20 years, though, they may not spend […]
Keep Reading
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
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

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 right-arrow-dark Sign Up Now right-arrow-dark