Objective Advice You Can Trust
Do You Have the Right Investments?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The answer has less to do with finding the single perfect stock or mutual fund. In fact, the key to…
Behavioral Finance Quiz: This Is Your Brain on Money
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The human brain is not a rational economic actor. When faced with uncertainty, even the best investing minds may throw…
8 Behavioral Biases That May Hurt Your Investments
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Do you feel the pain of loss more than the joy of gains? How to separate emotions from investing. It’s…
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 1099 Tax Forms
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so…
What You Can Learn from Your Tax Return: Form 1040
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Between the Tax Cuts and Jobs Act of 2017 (TCJA), SECURE ACTs, and the changes to the 1040 tax form(s)…