Posts Tagged ‘401k’

6 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…

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Clients 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.…

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The #1 Retirement Savings Goal for People in Their 30s- Fiduciary News 3/7/2017

I was recently quoted by Christopher Carosa in Fiduciary News for a story about financial planning in your 30s. Click here to read full article. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The Roth IRA offers tax deferral…

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How to Manage Your Target-Date Fund After Retirement- WSJ 3/5/2017

I was quoted in a great article by Jeff Brown at the Wall Street Journal. Click Here to read full article.   The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee…

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