Objective Advice You Can Trust
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…
Taxation Of Social Security Income
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Most workers are well aware they pay Social Security taxes on their income throughout their career. Both you and your…
PAUL STAIB EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Paul Staib, Principal of Staib Financial Planning, LLC, has earned the Retirement Income Certified Professional® (RICP®) professional designation from The…
Year-End Portfolio Checkup: 6 Tax-Smart Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…
2019 Year End Tax Planning
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Tax filing season may be several months away, but it’s never too early to think about implementing a tax strategy…