- Видео 65
- Просмотров 2 409
Emerj360
Добавлен 8 авг 2022
No matter your age or financial situation, having a financial plan is key to achieving your goals. Our local, experienced professionals at Emerj360 simplify the process by taking a 360-degree look at your financial situation in order to understand you and your goals and provide educational resources to keep you informed. Plan for what’s next and emerge into your next financial stage with confidence.
• 360-Degree Financial Planning
• Strategic Investment Management
• Local Financial Professionals
Visit us at Emerj360.com to learn more!
• 360-Degree Financial Planning
• Strategic Investment Management
• Local Financial Professionals
Visit us at Emerj360.com to learn more!
Helping You Plan for What's Next | Emerj360, a Division of Trust Point
At Emerj360, we believe financial planning should meet you where you are-and help you get where you want to go. Whether you’re saving for a milestone, managing your investments, or preparing for retirement, our team provides clear, practical guidance every step of the way.
With specialized expertise and a personalized approach, we help simplify the complexities of financial planning so you can focus on what matters most.
What we offer:
- Holistic financial planning tailored to your life
- Strategic investment management designed for growth
- Local professionals dedicated to your success
Take the next step toward financial clarity and confidence. We’re here to help you navigate every turn.
📍 Visi...
With specialized expertise and a personalized approach, we help simplify the complexities of financial planning so you can focus on what matters most.
What we offer:
- Holistic financial planning tailored to your life
- Strategic investment management designed for growth
- Local professionals dedicated to your success
Take the next step toward financial clarity and confidence. We’re here to help you navigate every turn.
📍 Visi...
Просмотров: 13
Видео
5 Quick Wins for Better Financial Health | Tips Tuesday with Heather Jordan
Просмотров 516 часов назад
Start the year strong with these simple yet impactful financial tips from Heather Jordan, Managing Director of Emerj360: 1️⃣ Review Your Budget with the 50/30/20 rule. 2️⃣ Maximize your retirement contributions (new limits in 2025!). 3️⃣ Update your estate plan to reflect life changes. 4️⃣ Set a clear financial goal for 2025. 5️⃣ Consult a financial professional for personalized advice. Find ad...
Q4 2024 Market Update | Quarterly Market Insights from Emerj360
Просмотров 1216 часов назад
Brett Sebion, Financial Coach at Emerj360, recaps key economic trends and market performance seen in the fourth quarter of 2024 and shares insights into what to expect in 2025 in our latest market update overview. Interested in more market insights? Read our full Q4 2024 market and economic commentary, Market Point, here: trustpointinc.com/market-point/ Have questions? Get in touch with our tea...
Explore Emerj360: Financial Planning, Retirement Solutions & Investment Management
Просмотров 2614 дней назад
At Emerj360, we provide the guidance and tools you need to take control of your financial future. Our services are designed to help you navigate life's big moments - whether you're planning for retirement, managing investments, or preparing for other financial milestones. Our Services Include: - Comprehensive financial planning for all stages of life - Retirement planning tailored to your goals...
New Year, New Limits: Optimize Your Finances for 2025 | Webinar Recording
Просмотров 2014 дней назад
The new year is a great time to evaluate your IRA, HSA, and 401(k) to make sure you are optimizing your accounts. In this webinar, Heather Jordan, CFP®, MBA; Brett Sebion; and Brenna Johnson, CFP®, discuss new limits for 2025 and some insightful tips for the new year. In addition, our featured speakers dive into tips on the following topics to ensure your year begins with a fresh start: - Revie...
7 Year-End Planning Tips | Tips Tuesday with Heather Jordan
Просмотров 212 месяца назад
Welcome back to #TipsTuesday with Heather Jordan, CFP®, Managing Director of Emerj360! With the year coming to a close, it’s the perfect time to revisit your financial plan and set yourself up for a successful 2025. In this week's video, Heather shares 7 Year-End Financial Planning Tips to help you finish strong and make the most of your hard-earned money. From reviewing your plan to maximizing...
4 Risks That Can Impact Your Retirement | Tips Tuesday with Heather Jordan
Просмотров 182 месяца назад
Retirement planning is about more than just saving - it’s about preparing for the unexpected. In this week's Tips Tuesday video, Heather Jordan, CFP®, Managing Director of Emerj360, highlights four common risks retirees face: 🔹 Living Longer 🔹 Increasing Healthcare Costs 🔹 Market Fluctuations 🔹 Rising Inflation Learn actionable steps to address these risks and keep your retirement on track. Loo...
Engaging the Next Generation in Family Finances| Tips Tuesday with Heather Jordan
Просмотров 213 месяца назад
Engaging the next generations in financial discussions is crucial for their financial literacy and success. In this Tips Tuesday video, Heather Jordan, CFP®, provides five tips to engage and educate the next generation. Visit our website, www.emerj360.com, for additional resources and articles. #financialliteracy
Q3 2024 Market Update | Quarterly Market Insights from Emerj360
Просмотров 163 месяца назад
Brett Sebion, Financial Coach at Emerj360, provides an update on economic and market performance seen in the third quarter of 2024. Brett provides insights on strong market performance, rate cuts by the Federal Reserve, and "quality" stocks and bonds being prioritized in portfolios. Interested in more market insights? Read our full Q3 2024 market and economic commentary, Market Point, here: tru...
Establishing a Financial Plan | Tips Tuesday with Heather Jordan
Просмотров 224 месяца назад
Whether you're just starting your career or preparing for retirement, having a solid financial plan in place is key to reaching your goals. In this Tips Tuesday video, Heather Jordan, CFP®, walks through the basics of a financial plan - what it is, how to develop one, and how to use it to reach your financial goals. Visit our website, www.emerj360.com, for additional resources and articles on f...
Understanding Severance Packages | Tips Tuesday with Heather Jordan
Просмотров 245 месяцев назад
Welcome to another episode of Tips Tuesday! In this video, Heather Jordan, CFP®, breaks down the essentials of severance packages. Whether you've experienced job loss due to layoffs, job elimination, or other reasons, understanding your severance package can provide vital financial support during your transition. Watch the full video for more insights on: - The key components of severance packa...
How to Maximize Your Social Security Benefits | Tips Tuesday with Heather Jordan
Просмотров 135 месяцев назад
Welcome back to another episode of Tips Tuesday! In today’s video, Heather Jordan, CFP®, Managing of Emerj360, shares essential tips on how to maximize your Social Security benefits. Key Takeaways: - Delay Taking Benefits: Learn how waiting beyond age 62 can increase your monthly Social Security payments. - Work Longer: Discover how continuing to work, especially at a higher salary, can boost y...
Integrating College Savings Into Your Financial Plan | Webinar Recording
Просмотров 445 месяцев назад
In this webinar, Heather Jordan, CFP®, and Trust Point special guest, Jennifer Gander, CFP®, CPA share valuable tips and insights on different college saving strategies, the questions they get asked the most about funding college education, and more. Watch the full recording for an in-depth look at the following topics: - Exploring 529 Plans - Understanding tax advantages of different plans - B...
529 Savings Plans: The Supercharged Savings Tool | Tips Tuesday with Heather Jordan
Просмотров 115 месяцев назад
Welcome to our Tips Tuesday video series! In this episode, Heather Jordan, CFP®, MBA, Managing Director of Trust Point’s Emerj360 division, shares valuable insights on 529 Savings Plans. Learn how these supercharged savings tools can help you prepare for your child's or grandchild’s educational journey. Discover the benefits of tax-deferred growth and tax-free withdrawals for education expenses...
Q2 2024 Market Update | Quarterly Insights from Emerj360
Просмотров 146 месяцев назад
Brett Sebion, Financial Coach at Emerj360, provides an update on economic and market performance seen in the second quarter of 2024. Watch the full video for insights on U.S. large cap growth, conflicting consumer data and more. Questions? Let chat! Get in touch with our team by calling 1-833-637-5360 or visit www.emerj360.com to schedule a meeting with us. #marketoutlook #marketupdate #marketp...
Q1 2024 Market Update | Quarterly Market Insights from Emerj360
Просмотров 209 месяцев назад
Q1 2024 Market Update | Quarterly Market Insights from Emerj360
Top 10 Questions We Get Asked as Financial Professionals | Webinar Recording
Просмотров 939 месяцев назад
Top 10 Questions We Get Asked as Financial Professionals | Webinar Recording
2024 Tips and Limits to Optimize Your Financial Future | Webinar Recording
Просмотров 75Год назад
2024 Tips and Limits to Optimize Your Financial Future | Webinar Recording
7 Major Life Events That Can Impact Your Finances
Просмотров 50Год назад
7 Major Life Events That Can Impact Your Finances
Choosing When to Take Social Security Benefits
Просмотров 14Год назад
Choosing When to Take Social Security Benefits