Objective Advice You Can Trust
7 Tax Fundamentals Every Investor Should Know
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The tax code might be complicated, but the basic ideas behind tax-smart investing are pretty simple. Here are seven fundamentals…
The Investor’s Guide to Income Taxes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Key Points Understanding what constitutes income can help you pay less in taxes The amount of income you’re required to…
6 New Year’s Investing Resolutions
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Anyone who has ever successfully lost weight or ended a bad habit will tell you: The battle is never really…
2014 Year-End Tax Planning
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Are you confident you are doing everything you can to minimize your income taxes? If not, now may be time…
TAXATION OF RETIREMENT INCOME
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A Summary of How Your Retirement Income is Taxed Retirees often receive income from a variety of sources, including Social…
How to Self-Diagnose Your Personal Financial Health
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
You probably get an annual physical. Your doctor will ask about your concerns, take your blood pressure, perform other basic…