Asset Allocation
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…
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…
2019 Year End Tax Planning
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Tax filing season may be several months away, but it’s never too early to think about implementing a tax strategy…
Determining a Realistic Withdrawal Amount and Asset Allocation
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Most people look forward to retirement, but it can be one of the most complicated stages of life from a…
Retirement Planning: Focus on the Critical Variables within Your Control
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A generation ago, it was relatively easy to make your money last through your lifetime: You retired at 65, bought…
Market Volatility: What should I do now?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Stock markets have been choppy lately, pressured by all sorts of concerns – including tighter monetary policy, the impact of…