Objective Advice You Can Trust
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…
7 Tax Fundamentals Every Investor Should Know
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The tax code might be complicated, but the basic ideas behind tax-smart investing are pretty simple. Here are seven fundamentals…
The Investor’s Guide to Income Taxes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Key Points Understanding what constitutes income can help you pay less in taxes The amount of income you’re required to…
6 New Year’s Investing Resolutions
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Anyone who has ever successfully lost weight or ended a bad habit will tell you: The battle is never really…
2014 Year-End Tax Planning
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Are you confident you are doing everything you can to minimize your income taxes? If not, now may be time…
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…