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 W-2 Tax Form
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByOnly employees will receive a W-2. As you review your W-2, here are some of the key line items to…
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)…
Your 2018 Tax Fact Sheet
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe turn of the calendar page usually ushers in a few small tax adjustments – allowable 401(k) and IRA contributions…
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…