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Retirement

When to Start Receiving Social Security

When to start receiving Social Security retirement benefits is an important decision, especially when you consider retirement could span 20 years or...
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9 Must-Know Retirement Deadlines

When can you access your savings without a penalty? When should you enroll in Medicare? At what age is it best to...
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9 Facts About Social Security

Social Security has been a part of retirement life ever since it was established in 1935. Here are nine interesting facts about...
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Ways a Financial Planner May Benefit You

Managing your own finances can be a difficult and time-consuming task. Yet in 2022, only 35% of Americans said they worked with...
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Retirement Readiness with Emerj360 – Join Us October 14, 2025

Planning for retirement can feel overwhelming, but it doesn’t have to be. We invite you to join us for our free, in-person...
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What Should You Do if Your Retirement Goals Change?

What do you have in mind for your retirement? Change is the one great constant in life, so the only thing you...
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What You Should Understand About Roth IRAs

Thanks to their tax benefits, Roth individual retirement accounts (IRAs) can be a great way to save for retirement. Unfortunately, too few...
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Maximize Your Catch-Up Contributions

Saving enough money for a comfortable retirement is probably one of your main financial goals. But, with so many other demands on...
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How Financial Education is Driving Better Retirement Outcomes for Employees

When it comes to preparing for retirement, knowledge truly is power. At Emerj360, we believe that education is one of the most...
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Popular Retirement Approaches Deconstructed

When we talk with our clients about retirement, we frequently hear the name Dave Ramsey, and we are starting to hear more...
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