Objective Advice You Can Trust
2017 Year End Tax Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
If tax time brings you stress, read on. First, take heart that you can act before the end of the…
Retirement Planning: Healthcare Risk
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Healthcare will be one of the largest categories of expense for most retirees – and medical inflation is expected to…
What Happens to Your Health Savings Account (HSA) in Retirement?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Health savings accounts get plenty of attention in the financial media and in Washington. Given all the publicity, it may…
Health Savings Accounts (HSAs) – An Overview
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Description Health Savings Accounts (HSA) were created by the Medicare bill signed by President Bush on December 8, 2003 and…
An Estate Planning Checklist
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Estate planning is off-putting for many folks on so many levels. Let’s start with “estate”, which conjures up images of…
The Importance of Beneficiary Designations
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
We pay good money to estate planning attorneys to draft trusts and wills. We deliberate over which loved ones are…