Emerj360

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

10/14/2026

Are you on track to retire when you want?

October is National Retirement Security Month, a great time to check in on your retirement savings and see how your plan is shaping up.

Whether retirement is five years away or twenty, understanding where you stand today can help you make more informed decisions for tomorrow.

Ready to see where you stand? Try our free retirement calculator to explore your retirement readiness! https://loom.ly/-FiiBjM

10/13/2026

How much should you be saving in your 40s and 50s?

These are your peak earning years — which means they’re also some of the most important years for retirement planning. In this quick breakdown, Paige Altmann, WMS™, Financial Coach at Emerj360, covers general savings benchmarks and what truly matters when balancing competing financial priorities like college funding, mortgage payments, and long-term retirement goals.

Remember: benchmarks are helpful, but a personalized plan is better.

10/08/2026

October is National Cybersecurity Awareness Month! 🔒

Protecting your financial future starts with protecting your personal information.

From creating stronger passwords to recognizing the risks of public Wi-Fi, small steps can make a big difference in keeping your information secure.

Explore these 5 simple tips to help you stay safe online and protect what matters most.

10/07/2026

Have You RSVP'd for Next Week's Event?

Join Emerj360 for Retirement Ready: Answers to Your Biggest Retirement Questions, a free, in-person education session designed to make retirement planning easier to understand.

We’ll explore some of the key considerations that can help you better understand where you stand and what to think about as retirement gets closer.

📅 October 13, 2026
⏰ 5:30–6:30 p.m.
📍 Judy Corbett Workforce Readiness Center | La Crosse, WI

Register Today: https://loom.ly/QUUEGq0