Colin Exelby, CFP® Explains Strategies to access your retirement accounts in the right order.

How you access your nest egg can significantly impact how long your savings last and how much you pay in taxes. It’s not just about saving for retirement, but about strategically pulling from the right accounts at the right time. Let’s make sure you’re not leaving money on the table.

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[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.

I provide financial planning for business owners and their families that makes sense.

Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be.

We strive to help you:

*Optimize Your Cash Flow

*Minimize Your Taxes

*Build Your Net Worth

*Create a Lasting Legacy

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