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Financial Planning
Man looking worried while looking at paperwork

Why Do We Worry About Money?

It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often...
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Couple counting their budget

The Average American Budget

According to the Bureau of Labor Statistics, the average American household earns an average of $82,852 a year before taxes and spends...
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Consistency-Key-for-401k-particpants

For 401(k) Plan Participants, Consistency is Key

Recent research1 from the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) found that 401(k) plan account balances increased significantly...
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Retirement Readiness Session: Plan and Secure Your Future

Heather Jordan and Brett Sebion from the Emerj360 were excited to be present at an in-person retirement readiness session to share insights...
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6 Benefits of Having A Budget

The importance of making a budget is a financial lesson that cannot be overemphasized. If you and your family want financial security,...
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Should I Pay Off My Mortgage?

Being unsure whether to pay off your mortgage or not is a good problem to have. It means you have significant savings...
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Protect Your Finances From Fraud

As you navigate the digital landscape, it is important to be aware of the evolving fraud risks. Scammers embrace AI and other...
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Don’t Send Your Child Off to College Without These Four Tools

Preparing your child for college is an exciting but often hectic time. Between the college applications, housing forms, class registrations and meal...
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Retirement Savings Considerations When Switching Jobs

What happens to the money in your retirement plan account when you switch jobs? That’s up to you. Typically, one of your...
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Build Healthcare Expenses into Your Retirement Planning

Determining how much money you’ll need to live comfortably after you retire is not an exact science. In general, you may need...
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