Objective Advice You Can Trust
New Year’s Financial Resolutions: Get Your Finances in Shape
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByMany people make resolutions on New Year’s Day. But no matter what your resolutions are, the key isn’t making the list, it’s…
2017 Year End Tax Tips
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIf tax time brings you stress, read on. First, take heart that you can act before the end of the…
A Hierarchy for Retirement Savings
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThere are several account options available to investors for retirement savings purposes, including 401(k)s (403(b), 457, and the equivalents), IRA(s),…
Essential Financial Planning Numbers for 2017
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByHere’s a summary of several of the key financial-planning numbers to have on your radar as we head into 2017….
5 Financial Must-Dos Before Year-End
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByWhile you’re often exhorted to optimize every aspect of your financial life at the end of each calendar year, you…
2016 Tax Fast Facts For Investors
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIt’s not hard to find tax information on the Internet – when quarterly taxes are due, 401(k) contribution limits, and…
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