Objective Advice You Can Trust
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…
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…
6 Key Reasons Why Investing in a Taxable Account Is Underrated
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByInvestors are often schooled in the virtues of stashing money in tax-sheltered savings vehicles, whether IRAs, company retirement plans, 529s,…
A Hierarchy for Retirement Savings
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThere are several account options available to investors for retirement savings purposes, including 401(k)s (403(b), 457, and the equivalents), IRA(s),…