Objective Advice You Can Trust

Year-End Portfolio Checkup: 6 Tax-Smart Tips

Now is a good time to review your investment portfolio and your overall financial plans and ensure you’re doing all…

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Tax Planning: Principles

Tax planning is (or certainly should be!) a core, vital component across all financial and retirement plans.  There’s tax implications…

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Retirement Risks … and Mitigation Strategies

A critical component in the development and implementation of a comprehensive retirement plan includes the assessment and mitigation of risks….

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The Bucket Approach to Retirement Allocation

Achieving your retirement income needs with a diversified portfolio created using a time-based framework Retirees often struggle with determining an…

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ROTH CONVERSIONS: ON SALE!

Roth IRA conversions have always had the potential to unlock hidden value.  However, in 2022 it may be an especially…

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Retiring in a Down Market

Pre-retirees and new retirees concerned about today’s markets can take steps to protect themselves. The current market rout has been…

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Staib Financial Planning, LLC Receives 2022 Best of Lone Tree Award

Press Release FOR IMMEDIATE RELEASE Staib Financial Planning, LLC Receives 2022 Best of Lone Tree Award Lone Tree Award Program…

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