Objective Advice You Can Trust
Tax Planning: Principles
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByTax planning is (or certainly should be!) a core, vital component across all financial and retirement plans. There’s tax implications…
Year-End Portfolio Checkup: 6 Tax-Smart Tips
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByNow is a good time to review your investment portfolio and your overall financial plans and ensure you’re doing all…
Roth Conversions: Consider Seizing the Opportunity
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe ideal environment to perform Roth IRA Conversions is: (1) when tax rates are low, and (2) when the market…
The Smartest Ways to Use Your Stimulus Check
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAs you’ve probably heard, the U.S. government is in the process of putting some extra cash in American taxpayers’ pockets….
Sources of Emergency Cash
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe current pandemic isn’t just a health crisis. For many households it’s a financial crisis as well. Unemployment claims and…
10 Facts You Need to Know to Achieve Investment Success
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByYou can implement an ideal investment portfolio, but if you don’t stay invested, your chances of reaching your goals will…