Objective Advice You Can Trust
Retirement Income Principles
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
As more than 76 million baby boomers – nearly 25 percent of all Americans — approach retirement age in the…
Essential Financial Planning Numbers for 2017
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Here’s a summary of several of the key financial-planning numbers to have on your radar as we head into 2017….
5 Financial Must-Dos Before Year-End
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
While you’re often exhorted to optimize every aspect of your financial life at the end of each calendar year, you…
2016 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…
Seeking Financial Simplicity
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Take steps to reduce the stress of managing your money. With today’s economic challenges, it’s not surprising that a growing…
Simplicity – Quotes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A listing of quotes from financial resources espousing the virtues of SIMPICITY… William Smead: “An investment is like a bar…