Objective Advice You Can Trust
8 Behavioral Biases That May Hurt Your Investments
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByDo you feel the pain of loss more than the joy of gains? How to separate emotions from investing. It’s…
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 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 ByThe Tax Cuts and Jobs Act of 2017, which was signed into law in 2017’s waning days, ushered in significant…
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…
2017 Year End Tax Tips
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIf tax time brings you stress, read on. First, take heart that you can act before the end of the…