Objective Advice You Can Trust
Year-End Portfolio Checkup: 6 Tax-Smart Tips
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByNow is a good time to review your investment portfolio and your overall financial plans and ensure you’re doing all…
Retirement Savings: 6 Things You Should Know About the SECURE Act
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe SECURE Act, a law that took effect on January 1, 2020, made significant changes to retirement savings law (the acronym stands…
2021 Tax Fact Sheet
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe year 2020 brought seismic changes to our lives in most important respects. But as 2021 dawns, the changes to…
A Midyear Portfolio Checkup in 5 Steps
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIf you didn’t any make any panicked trades in the midst of the first-quarter stock market downdraft, give yourself a…
Roth Conversions: Consider Seizing the Opportunity
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe ideal environment to perform Roth IRA Conversions is: (1) when tax rates are low, and (2) when the market…
The Smartest Ways to Use Your Stimulus Check
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAs you’ve probably heard, the U.S. government is in the process of putting some extra cash in American taxpayers’ pockets….