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Financial Planning

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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Spending Less on Your Getaway

Want to go on a relaxing, enjoyable vacation without breaking the bank? Here are some ways you and your family may be...
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Get Your Tax Refund Working 24/7

Like many taxpayers, you may receive a large tax refund at tax time every year. Unfortunately, that refund is not a gift...
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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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A Financial Professional Can Help You Make the Most of Your Finances

The input of an objective, experienced financial professional can be invaluable for anyone focused on managing their finances. Whether you are interested...
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The Benefits of Planning

Planning for retirement doesn’t have to be difficult. Learn about what financial planning for retirement entails in this video.
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