Emerj360

11/02/2026

Think you've got investing figured out? It's time for Round 2 of Fact or Fiction!

From managing investment risk to knowing when to review your portfolio, understanding the facts can help you make more informed decisions about your financial future.

🎥 Join Brett for another round of Fact or Fiction: Investing Basics and see how many you get right!

Want to learn more about investing and planning for retirement? Visit us at Emerj360 today!

10/30/2026

When should you start taking Social Security?

You can begin collecting benefits as early as age 62 or delay until age 70. But how do you know which age is right for you?

For this Financial Minute Friday, Heather explains how your full retirement age is determined and why the timing of your Social Security benefits is an important part of retirement planning.

Not sure when to start taking Social Security? A personalized financial plan can help you make a decision that fits your retirement goals. Connect with the Emerj360 team to start the conversation.

10/27/2026

A little Halloween fun with the Emerj360 team! 🎃🍬

We had a great time supporting this year’s Enchanted Forest! Our team enjoyed handing out candy and Emerj360 goodies while connecting with families in our community.

Thank you to everyone who stopped by our table and helped make the event so much fun!

10/26/2026

How much do you really need to retire comfortably?

The answer looks different for everyone. From your lifestyle and everyday expenses to Social Security benefits and retirement savings, several factors play a role in determining how much you'll need.

In this Financial Minute, the Emerj360 team shares key considerations to help you better understand your retirement needs and take steps toward a more confident financial future.

Ready to see where you stand? Visit emerj360.com/retire to start planning for what's next.

10/23/2026

Protecting your financial future starts with protecting your personal information. 🔒

October is National Cybersecurity Awareness Month, and it's a great reminder that small steps can make a big difference in keeping your information secure.

From strengthening your passwords to enabling multi-factor authentication, building good cybersecurity habits can help protect you from potential threats.

Swipe through for four simple ways to stay safe online! ➡️

10/22/2026

Have you been thinking about estate planning? Here are some must haves, considerations, and advanced planning topics to keep in mind.

Estate planning isn't a one-time task. It's something to revisit as life changes.

Having the right documents and strategies in place can help reduce uncertainty and make difficult moments a little easier for the people you care about most.

This estate planning guide highlights key areas to consider, from essential documents to legacy and wealth transfer planning. Trust Point is here to help you review your plan.

10/21/2026

Are you making the most of your 401(k)? 💰

Small decisions today can make a big difference in your retirement savings over time.

In this video, Heather Jordan, CFP®, Managing Director at Emerj360, shares three smart 401(k) moves to help you make the most of your savings and plan for your financial future.

▶️ Watch now to learn more!

10/20/2026

National Retirement Security Week is a reminder that preparing for retirement goes beyond saving for the future.

How do you know if you’re truly ready to retire?

A secure retirement starts with a thoughtful plan—one that considers your income needs, taxes, healthcare expenses, and long-term financial goals.

In this short video, Paige Altmann, WMS™, Financial Coach at Emerj360, shares key factors to consider as you prepare for your next chapter.

10/16/2026

401(k), 403(b), Traditional IRA, Roth IRA…what’s the difference?

There are several ways to save for retirement, but understanding how each type of retirement plan works can help you make more informed decisions about your future.

For this Financial Minute Friday, Heather breaks down four common retirement savings options and what makes each one different.

Have questions about how your retirement savings fit into your overall financial plan? Connect with the Emerj360 team to start the conversation.

10/15/2026

Think you know the basics of investing? Put your knowledge to the test!

From navigating market ups and downs, to adjusting your investment strategy as retirement approaches, knowing fact from fiction can help you make more informed financial decisions.

🎥 Watch Round 1 of Fact or Fiction: Investment Basics, and stay tuned for Round 2, where Brett will put more investing myths to the test!

Want to learn more about investing and planning for your future? Visit us at Emerj360!

Basics