Retirement Planning
Market Volatility: What should I do now?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Stock markets have been choppy lately, pressured by all sorts of concerns – including tighter monetary policy, the impact of…
Tax Prep: 6 Ways to Get a Head Start on Tax Season
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Tax filing season may be months away, but it’s never too early to get organized. Consider taking these simple steps…
Year-End Portfolio Checkup: 6 Tax-Smart Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…
Are You on Track for Retirement?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
As a financial planner, I receive questions on a daily basis regarding individual’s finances. While every question is different, ultimately…
Retirement Planning: Are You Doing the Right Things?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When people ask me whether they are on track for retirement I believe what they’re really looking for is reassurance. …
Do You Have the Right Investments?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The answer has less to do with finding the single perfect stock or mutual fund. In fact, the key to…