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…
SECURE 2.0 – Rethinking Retirement Savings
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
From RMDs to student debt, the new law has something for everyone. Key Takeaways The age to start taking RMDs…
End-of-Year Tax Planning: 7 Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The final weeks of the year are always busy – between holiday festivities and various last-minute activities. Before you know…
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…