Jessica Claeys is an editor, writer, and graphic designer, who has been creating both print and digital marketing and communications content for 10+ years.
Jessa Claeys is a licensed insurance producer in the state of Colorado and an insurance editor for Bankrate. She currently covers auto, home and life insurance with the goal of helping others secure a healthy financial future. Jessa has over a decade of experience writing, editing and leading teams of content creators. Her work has been published by several insurance, personal finance and investment-focused publications, including BiggerPockets, 401(k) Specialist, BP Wealth and more.
Many 401k Investors’ Allocations Missing the Mark
Most Americans admit to taking a shot in the dark when choosing investments—and many think their retirement will…
Consistency is Key to Big-Time 401(k) Plan Payout
Consistent 401(k) contributions can more than double account balances, proving steady saving is key to long-term retirement growth.
How Much Do 401k Participants Know About Taxes in Retirement?
Benjamin Franklin tried to warn ‘em. “Nothing can be said to be certain except death and taxes,” he…
IRS Reveals 401(k), IRA Contribution Limits For 2019
401(k) contribution limits rise to $19,000 in 2019, helping employees save more for retirement with updated IRA and Roth IRA limits.
Here’s How Employees Are (Mis)Using HSAs
The popularity of HSAs is exploding—which is great—yet most employees aren’t using them as retirement savings vehicles—which is……
Playing for Keeps: Positioning Yourself as the Quarterback of 401(k) Plans
Jason Roberts, CEO of Pension Resource Institute, shared strategies on client retention & prospecting at Excel 401(k): The Advisors' Conference.
Post-Pension Era 401(k) Participants Are All About Annuities?
New research confirms what we already knew: Americans want to lockdown a guaranteed source of income for life.
Fiduciary Rule or Not, This Makes Sense—2018 Excel 401(k): The Advisors’ Conference
“How many of you are absolutely sick to death of hearing about the fiduciary rule?” Kimberly Shaw Elliott…
How to Successfully (and Profitably) Service Small 401ks—2018 Excel 401(k): The Advisors’ Conference
Many 401k advisors steer clear of the small plan space, meaning those with under $10 million in assets.…
2018 Excel 401(k): The Advisors’ Conference—Your Reputation Depends on This…
401(k) Expert strategies help advisors gain recognition, prove value, and stand out through content marketing and strong branding.