Investment Management
What You Can Learn From Your 1099 Tax Forms
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so…
What You Can Learn from Your Tax Return: Form 1040
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByBetween the The Tax Cuts and Jobs Act of 2017 (TCJA) and the changes to the 1040 tax form(s) itself,…
New Year’s Financial Resolutions: Get Your Finances in Shape
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByMany people make resolutions on New Year’s Day. But no matter what your resolutions are, the key isn’t making the list, it’s…
2017 Year End Tax Tips
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIf tax time brings you stress, read on. First, take heart that you can act before the end of the…
How to Plan Ahead for Retirement Healthcare Costs
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByHealthcare will be one of the largest categories of expense for most retirees – and medical inflation is expected to…
6 Key Reasons Why Investing in a Taxable Account Is Underrated
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByInvestors are often schooled in the virtues of stashing money in tax-sheltered savings vehicles, whether IRAs, company retirement plans, 529s,…