Objective Advice You Can Trust
Sources of Emergency Cash
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe 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
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIn 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
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAmong the numerous provisions of the massive aid package, the Coronavirus Aid, Relief, and Economic Security Act or CARES Act,…
Understanding Market Downturns
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByFor 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
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByYou 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
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByMany people are surprised to find out their Social Security income is subject to taxes in retirement. There are a…