Retirement Planning
6 Benefits of Delaying Retirement
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
No single decision will improve pre-retirees’ potential retirement security as much as continuing to work even a few more years…
MEDICARE: IRMAA
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
KEY TAKEWAYS IRMAA is tax surcharge that high-earning Medicare beneficiaries have to pay each month IRMAA is determined based on…
SECURE 2.0 – Rethinking Retirement Savings
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
From RMDs to student debt, the new law has something for everyone. Key Takeaways The age to start taking RMDs…
Retirement Risks … and Mitigation Strategies
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A critical component in the development and implementation of a comprehensive retirement plan includes the assessment and mitigation of risks….
The Bucket Approach to Retirement Allocation
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Achieving your retirement income needs with a diversified portfolio created using a time-based framework Retirees often struggle with determining an…
ROTH CONVERSIONS: ON SALE!
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Roth IRA conversions have always had the potential to unlock hidden value. However, in 2022 it may be an especially…