Objective Advice You Can Trust
Personal Financial Records Retention Suggestions
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByWhen it comes to financial records retention and records retention guidelines, there aren’t any hard and fast records retention guidelines. …
7 Tax Fundamentals Every Investor Should Know
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe tax code might be complicated, but the basic ideas behind tax-smart investing are pretty simple. Here are seven fundamentals…
The Investor’s Guide to Income Taxes
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByKey Points Understanding what constitutes income can help you pay less in taxes The amount of income you’re required to…
6 New Year’s Investing Resolutions
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAnyone who has ever successfully lost weight or ended a bad habit will tell you: The battle is never really…
How to Self-Diagnose Your Personal Financial Health
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByYou probably get an annual physical. Your doctor will ask about your concerns, take your blood pressure, perform other basic…
Financial Ratios: A Quick Way to Check and Monitor Your Personal Financial Health
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written By“Prevention is better than cure”. You need to assess your fiscal health and take corrective action before it’s too late….