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…
Tax Planning: Principles
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Tax planning is (or certainly should be!) a core, vital component across all financial and retirement plans. There’s tax implications…
Retirement Risks … and Mitigation Strategies
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A critical component in the development and implementation of a comprehensive retirement plan includes the assessment and mitigation of risks….
The Bucket Approach to Retirement Allocation
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Achieving your retirement income needs with a diversified portfolio created using a time-based framework Retirees often struggle with determining an…
ROTH CONVERSIONS: ON SALE!
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Roth IRA conversions have always had the potential to unlock hidden value. However, in 2022 it may be an especially…
Retiring in a Down Market
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Pre-retirees and new retirees concerned about today’s markets can take steps to protect themselves. The current market rout has been…
Staib Financial Planning, LLC Receives 2022 Best of Lone Tree Award
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Press Release FOR IMMEDIATE RELEASE Staib Financial Planning, LLC Receives 2022 Best of Lone Tree Award Lone Tree Award Program…