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Objective Advice You Can Trust
A Midyear Portfolio Checkup in 5 Steps
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
If 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
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The 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
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
As you’ve probably heard, the U.S. government is in the process of putting some extra cash in American taxpayers’ pockets….
Sources of Emergency Cash
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The current pandemic isn’t just a health crisis. For many households it’s a financial crisis as well. Unemployment claims and…
Coronavirus Aid, Relief, and Economic Security (CARES) Act: A Summary
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
In response to the unfolding COVID-19 global pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2+ trillion…
CARES Act Waives Required Minimum Distributions (RMDs) from Retirement Accounts for 2020
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Among the numerous provisions of the massive aid package, the Coronavirus Aid, Relief, and Economic Security Act or CARES Act,…