Posts Tagged ‘IRA’

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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Recent U.S. News and World Report Interview

I was recently interviewed by Dawn Reiss of U.S. News and World Report on year end tips for small business owners.  It was a well written article. 3 Year-End Questions for the Self-Employed Making the right end-of-year financial moves can make a major impact. By Dawn Reiss | Contributor Dec. 7, 2016, at 9:00 a.m.…

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