TD Login
529 Login
Objective Advice You Can Trust
Sources of Emergency Cash
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The current pandemic isn’t just a health crisis. For many households it’s a financial crisis as well. Unemployment claims and…
Coronavirus Aid, Relief, and Economic Security (CARES) Act: A Summary
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
In response to the unfolding COVID-19 global pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2+ trillion…
CARES Act Waives Required Minimum Distributions (RMDs) from Retirement Accounts for 2020
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Among the numerous provisions of the massive aid package, the Coronavirus Aid, Relief, and Economic Security Act or CARES Act,…
Understanding Market Downturns
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
For prepared investors, market downturns can represent great opportunity Nearly everywhere you turn, from friends and colleagues to cable news…
10 Facts You Need to Know to Achieve Investment Success
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
You can implement an ideal investment portfolio, but if you don’t stay invested, your chances of reaching your goals will…
How to Minimize Taxes of Social Security Benefits
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Many people are surprised to find out their Social Security income is subject to taxes in retirement. There are a…