Emerald Financial Advisors

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Big Data for Smaller Players

Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
A Financial Wellness Plan Can Help Pave the Road to Retirement

This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
Putting Your Nest Egg in Three Baskets

Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
HOT TOPIC: Pandemic Relief Measures and Your Tax Return

This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Working While Collecting Social Security Benefits

What will my net Social Security benefit be?
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.