Retirement Planning
Conducting a Mid-Year Investment Portfolio Checkup? Avoid These Mistakes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When it comes to checking up on your portfolio, a policy of benign neglect invariably beats too much monitoring. Investors…
You’ve Accumulated a Nice Nest Egg. Now Simplify It.
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
After a lifetime of investing, your portfolio may be an unwieldy mess. Fix that now. When you’re investing for…
Personal Financial Records Retention Suggestions
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When it comes to financial records retention and records retention guidelines, there aren’t any hard and fast records retention guidelines. …
Should You Pay Off Your Mortgage Early Before You Retire?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Some people enjoy the peace of mind that comes with being free from debt in retirement. But warm and fuzzy…
When Should You Take Social Security?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Key Points Taking Social Security benefits before you reach full retirement age may not be the wisest choice. We’ll cover…
TAXATION OF RETIREMENT INCOME
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A Summary of How Your Retirement Income is Taxed Retirees often receive income from a variety of sources, including Social…