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Retirement
Four Criteria to Consider When Looking for a Financial Advisor
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA
When looking for a Financial Advisor to help achieve your personal financial goals you want to know they’re qualified and…
Determining a Realistic Withdrawal Amount and Asset Allocation
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA
Most people look forward to retirement, but it can be one of the most complicated stages of life from a…
Retirement Planning: Focus on the Critical Variables within Your Control
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA
A generation ago, it was relatively easy to make your money last through your lifetime: You retired at 65, bought…
Market Volatility: What should I do now?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA
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
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
With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…