Objective Advice You Can Trust
Year-End Portfolio Checkup: 6 Tax-Smart Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Now is a good time to review your investment portfolio and your overall financial plans and ensure you’re doing all…
The 3 Tax Phases of Retirement Planning: Why Early Retirement Years Offer the Greatest Tax Planning Opportunity
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The 3 Tax Phases of Retirement Planning Most people assume that their taxes will naturally decline once they retire. After…
6 Strategies to Reduce Taxes in Retirement
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
For many people, reducing taxes is the easiest and fastest way to increase investment returns, keep a retirement plan back…
5 Stealth Taxes That Can Impact Your Retirement
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Every year, an increasing number of retirees are impacted by one or more “stealth” taxes. While certain taxes may be…
Retirement Income Strategy: Guardrails
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Summary There are numerous variables involved in choosing an appropriate portfolio withdrawal strategy, most of which are unpredictable and outside…
Retirement Withdrawal Strategies
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Summary Retirement Income Planning is Complex and Consequential Complex: due to the many critical factors involved in choosing an appropriate…
4 Factors Affecting Retirement Withdrawal Rates
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Retirement withdrawal strategies may seem simple, but managing an appropriate retirement income withdrawal rate to balance competing goals is one…