Objective Advice You Can Trust
Year-End Portfolio Checkup: 6 Tax-Smart Tips
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByWith a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…
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 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)…
Retirement Planning: Healthcare Risk
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByHealthcare 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?
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…
Health Savings Accounts (HSAs) – An Overview
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByDescription Health Savings Accounts (HSA) were created by the Medicare bill signed by President Bush on December 8, 2003 and…