Posts Tagged ‘chris carosa’
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 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 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 MoreThe #1 Savings Goal for People in Their 20’s- Fiduciary News 2/14/2017
I was quoted in a 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. Investing involves risk including loss of principal. There is no guarantee that a diversified portfolio…
Read MoreThe #1 Savings Goal for Teens and Children, Fiduciary News 1/4/2017
I was quoted in a great article by Christopher Carosa 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. Investing involves risk including loss of principal. The Roth IRA offers tax…
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