Top 10 Questions We Hear as Financial Professionals

Emerj360 – April 08, 2024

Do you ever wonder what other people are asking financial professionals? Watch our webinar on demand for answers to our most asked questions to help boost your financial knowledge and confidence.

Here is a preview of questions that are covered:

How much money should I save each year?
I have debt, should I be saving or paying it off?
Why do I need a will if I don’t have a large account?

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Written By Emerj360

Financial Planning Retirement

A Roadmap to Early Retirement

Heather Jordan – July 24, 2024

Key considerations for achieving a worry-free workforce exit. For many years, age 65 served as the benchmark for retirement. That’s largely because it’s the age that was considered “fully retired” based on Social Security parameters for decades — the age you could access benefits penalty-free. Today, “fully retired” is 67 (for anyone born in 1960 […]

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Financial Planning

Upcoming Webinar: Integrating College Savings into Your Financial Plan

Emerj360 – July 23, 2024

Choosing the right investment vehicles can help you save for college education. Join this webinar to hear from Heather Jordan, CFP®, MBA and Jennifer Gander, CFP®, CPA as they share insightful information to help save for a college education. Here is a preview of questions we will cover: Whether you’re on the path to saving […]

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Beware of Online Shopping Scams

Cierra Nicholson – July 16, 2024

Cybercrime is an unfortunate fact of modern life. Criminals are constantly on the lookout for ways to get their hands on information that they can monetize through fraud or outright theft. Their scams range from the simple to those that are extremely complex. Online shopping scams are becoming more frequent. These scams work in a […]

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