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Financial Planning

Personal Financial Planning: 5 Step Beginner’s Guide

Whether you are just starting out in the workforce or are nearing retirement, it is important to follow a financial plan. Many...
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Choosing an Investment Type

One of the most important ways to grow your wealth is to invest it. Regardless of your income or current financial situation,...
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Borrowing from Yourself – Not Always the Best Plan

Where can you turn if you need cash in an emergency? Some people turn to their 401(k) plans. After all, you’re borrowing...
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College Savings Plans: Breaking Down the Complexities

The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder...
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It’s Not a Windfall, It’s Your Savings

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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Wondering What to Do With an Old IRA or 401(k) Account?

Did you know? There are an estimated 2.8 million 401(k) accounts forgotten each year. Some will eventually be reclaimed or liquidated, but...
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Auto Pilot for Your Finances

When you need directions, do you reach for a map or type your destination into a computer or smart phone? Paper maps...
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Tips on Tax Planning

You may not think about taxes often, but they can prove to be a large expense. That’s why it’s important to make...
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Webinar: 5 Ways to Trick Yourself into Saving & Investing More!

Brett Sebion, Financial Coach at Emerj360, hosted a webinar to explain how to budget for fun (yes, you really can!) and shared...
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3 Small Moves that Make a Big Difference in Retirement

Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help...
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