Objective Advice You Can Trust
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…
How to Self-Diagnose Your Personal Financial Health
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
You probably get an annual physical. Your doctor will ask about your concerns, take your blood pressure, perform other basic…
Financial Ratios: A Quick Way to Check and Monitor Your Personal Financial Health
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
“Prevention is better than cure”. You need to assess your fiscal health and take corrective action before it’s too late….
Mid-Year Investment Portfolio Checkup in 5 Easy Steps
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The bull market of the past few years continues to plow along despite relatively slow economic news and ongoing unrest…
Financial Planning – From Pile to Plan
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A few years ago, I met with a super nice lady I’ll call Eileen. Her husband had passed away, and she…
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