Celestial Wealth In The News
The Bottom Line Podcast Interview Episode 72, March 30,2020
Colin Exelby, CFP® joined Parker Stevenson on the Podcast, The Bottom Line by Evolved Finance Episode 72. Parker and Colin spoke about money management for business owners, investments, cash flow, 5 Pivots to Make Now, and the Economy on March 30, 2020. Check it out by clicking here.
Read MoreDear Penny, I Just Retired. What Does Coronavirus Mean for My Savings? -Penny Hoarder, March 22,2020
Dear Penny,“What is going to happen to retirement accounts in this falling stock market? I’m not living on them now, but I recently retired from teaching and had been squirreling away funds for my advanced years. It’s frightening to think about, but what now?” -B. Dear B., The truth is that nobody knows. Sure, we’ve…
Read MoreIs A Solo 401(k) Or An SEP-IRA Better For A Small Business With No Employees? Forbes, 4/22/2019
Colin Exelby, CFP® contributed to a great article by Chris Carosa in Forbes Magazine that discusses whether a SEP IRA or a Solo 401(k) is better for a business owner with no employees. Now that this tax season is over, it’s time to start planning for the next one. If you own a small business,…
Read More6 Economic Indicators to Understand, U.S. News and World Report 1/10/2019
Colin Exelby, CFP® contributed to an interesting article by Geoff Williams in U.S. News and World Report that discusses important economic indicators that may give you insight into the state of the economy. Getty Images If you’re worried about the health of the economy, look at these important metrics. Keeping an eye on important indicators…
Read More25 Questions to Ask a Financial Advisor, Fit Small Business 8/15/2018
Colin Exelby contributed to a great article by Benilyn Formoso-Suralta that discusses the top 25 questions to ask a financial advisor during financial planning. A financial advisor can help you plan financially for your future by analyzing your most confidential financial information. They spoke with the industry experts who shared their different ideas on what…
Read More3 Times When You Should Sell a Stock, U.S. News World and Report 8/6/2018
Colin Exelby recently contributed to a great article by Jeff Brown. The article was picked up by U.S. News World and Report and Yahoo Finance among others. Even when you’re frustrated with your investments, it’s important to keep your emotions in check when making important decisions about your portfolio. Sooner or later every investor is…
Read MorePlenty of Room for Momentum and Value Stocks in His Portfolio, Guru Focus 6/19/2018
Colin Exelby was recently interviewed by Yamil Berard at Gurufocus.com for a great article about investment strategy. Colin Exelby spent almost a decade at Morgan Stanley before founding his own wealth management firm, Celestial Wealth Management, several years ago. The Maryland-based organization operates as a small boutique financial planning and investment management firm. Exelby likes to “marry” value…
Read MoreClients Often In Left Field With Retirement Expectations, Insurance News Net 10/12/17
Mr. Exelby contributed to a thought-provoking article about retirement expectations By Brian O’Connell on InsuranceNews.net. The expectations of pre-retirees aren’t all that realistic, concluded a new Nationwide survey of U.S. adults age 50 and older. In fact, survey respondents believe they’ll get more from their retirement savings and from Social Security than is actually possible.…
Read More7 Back to School Financial Tips Webinar
I am hosting a 30 minute webinar September 14, 2017 at 4:15 PM that will cover a variety of topics designed to improve your cash flow, improve your risk management, manage your savings, reduce your taxes and outline the various deadlines for government assistance programs. Register here: Click Here
Read More8 Clever Ways to Slash the Cost of Your Car Insurance, TheStreet.com 6/19/2017
Mr. Exelby contributed to a great article by Brian O’Connell on auto insurance from TheStreet.com. The price of car insurance is ticking up slightly so far in 2017 – up 5% to 10% in average state-to-state price increases. Additionally, in the past five years, the auto insurance consumer price index has risen by 21.5%, while…
Read More