Objective Advice You Can Trust
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…
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…
Retirement Planning: Are You Doing the Right Things?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When people ask me whether they are on track for retirement I believe what they’re really looking for is reassurance. …
Analyzing Your Tax Return
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Another tax season is upon us. Many people tuck their tax return and supporting documents into a folder and hand…
What You Can Learn From Your W-2 Tax Form
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Only employees will receive a W-2. As you review your W-2, here are some of the key line items to…
Your 2018 Tax Fact Sheet
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The turn of the calendar page usually ushers in a few small tax adjustments – allowable 401(k) and IRA contributions…