Objective Advice You Can Trust
Analyzing Your Tax Return
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAnother 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
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe 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
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByBetween the Tax Cuts and Jobs Act of 2017 (TCJA), SECURE ACTs, and the changes to the 1040 tax form(s)…
What Happens to Your Health Savings Account (HSA) in Retirement?
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByHealth savings accounts get plenty of attention in the financial media and in Washington. Given all the publicity, it may…
The Importance of Tax-Efficient Investing
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByWhen it comes to income, you know that it’s not what you make, but what you keep after taxes that…
Maximizing After-Tax Investment Returns through Asset Location
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByYou probably already appreciate the beauty of asset allocation. When you spread your money among investment categories that share little…