Posts Tagged ‘401k’
Is 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 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 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 MoreHere’s How to find out How much Social Security Income You’ll Receive – Magnify Money 5/24/2017
Colin Exelby contributed to a great article by Janet Berry-Johnson of Magnify Money. This article focused on social security…how to find your statement and what important points on the statement to focus on. Click here to read the entire article.
Read MoreThe #1 Retirement Savings Goal for People in Their 50’s – Fiduciary News 5/3/2017
I was recently quoted in this great article in Fiduciary News. 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 of future results. All indices are…
Read MoreNew Job? Here are 4 Things You Can Do With Your Old 401(k)- Student Loan Hero 4/6/2017
I was quoted in a great article by Student Loan Hero. Click here to read the full article. None of the third party individuals or entities named in this article are affiliated with Celestial Wealth Management or LPL Financial.
Read MoreThe #1 Retirement Savings Goal for People in Their 40’s – Fiduciary News 4/6/2017
I was recently quoted in this great article in Fiduciary News. 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 of future results. All indices are…
Read MoreThe #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…
Read MoreHow 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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