Posts Tagged ‘IRA’
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 MoreRecent 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.…
Read MoreKoffee Talk S1 E2 Released
In Koffee Talk’s second installment, Schuyler talks financial and social security with ADE parter, Gregory Armstrong.
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