Tag

Retirement
Brett and Heather from Emerj360

Your Financial Partner: What Drives Us at Emerj360

Curious about what drives us at Emerj360? Discover how our passion for helping clients build their financial future guides everything we do.
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Retired man looking at his phone

Navigating 6 Common Retirement Pitfalls

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been...
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Retired couple smiling inside a convertible

Take a Retirement Test Drive

When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time....
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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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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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How Retirement Spending Changes With Time

New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving...
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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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Get the Most Out of Your 401(k)

Retirement plan tips for business owners and employees As legislative changes reshape retirement planning options, both business owners and employees will need...
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10 Tips for a Carefree Retirement

The steps you can take to give yourself peace of mind when entering your retirement years After spending decades in the workforce,...
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A Roadmap to Early Retirement

Key considerations for achieving a worry-free workforce exit. For many years, age 65 served as the benchmark for retirement. That’s largely because...
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