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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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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Market Volatility: Managing Expectations

When investing in the stock market, it’s critically important to have appropriate and realistic expectations.  Recently the level of market…

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Retirement Risk: Inflation Risk

Inflation is the tendency of prices to rise and money to lose purchasing power over time.  It is often referred…

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Estimating Your Life Expectancy

A critically important variable in retirement planning is life expectancy.  I occasionally joke with retirement planning clients that if they…

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Retirement Planning: Longevity Risk

Key Insights Running out of money during your lifetime – longevity risk – is one of the biggest fears people…

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Retirement Savings: 6 Things You Should Know About the SECURE Act

The SECURE Act, a law that took effect on January 1, 2020, made significant changes to retirement savings law (the acronym stands…

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