Financial Planning
Staib Financial Planning, LLC Receives 2022 Best of Lone Tree Award
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Press Release FOR IMMEDIATE RELEASE Staib Financial Planning, LLC Receives 2022 Best of Lone Tree Award Lone Tree Award Program…
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…
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…
10 Facts You Need to Know to Achieve Investment Success
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
You can implement an ideal investment portfolio, but if you don’t stay invested, your chances of reaching your goals will…