Posts Tagged ‘retirement planning’
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 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 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 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…
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…
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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