Taxes
When It Pays to File Early for Social Security
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Filing for Social Security while your benefit is still growing sometimes makes sense. In deciding when to take Social Security,…
Seeking Financial Simplicity
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Take steps to reduce the stress of managing your money. With today’s economic challenges, it’s not surprising that a growing…
Simplicity – Quotes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A listing of quotes from financial resources espousing the virtues of SIMPICITY… William Smead: “An investment is like a bar…
A 5-Step Mid-Year Investment Portfolio Checkup
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Investors looking through their portfolios today may feel a little like homeowners scouting around their yards after a major storm….
3 Portfolio Checkup Traps to Avoid
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Here are a few common traps to avoid as you perform a periodic portfolio review. Trap 1 – Focusing on…
The Ins and Outs of Social Security Benefits and Taxes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
It’s an unpleasant fact of life: The taxman can take a bite out of your Social Security benefits. The…