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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…
Retirement Savings: 6 Things You Should Know About the SECURE Act
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The 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
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The 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
• 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….