Investment Management
6 Key Reasons Why Investing in a Taxable Account Is Underrated
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Investors are often schooled in the virtues of stashing money in tax-sheltered savings vehicles, whether IRAs, company retirement plans, 529s,…
A Hierarchy for Retirement Savings
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
There are several account options available to investors for retirement savings purposes, including 401(k)s (403(b), 457, and the equivalents), IRA(s),…
Retirement Income Principles
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
As more than 76 million baby boomers – nearly 25 percent of all Americans — approach retirement age in the…
Essential Financial Planning Numbers for 2017
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Here’s a summary of several of the key financial-planning numbers to have on your radar as we head into 2017….
5 Financial Must-Dos Before Year-End
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
While you’re often exhorted to optimize every aspect of your financial life at the end of each calendar year, you…
2016 Year End Tax Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
If tax time brings you stress, read on. First, take heart that you can act before the end of the…