Objective Advice You Can Trust
The Smartest Ways to Use Your Stimulus Check
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
As you’ve probably heard, the U.S. government is in the process of putting some extra cash in American taxpayers’ pockets….
Sources of Emergency Cash
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The current pandemic isn’t just a health crisis. For many households it’s a financial crisis as well. Unemployment claims and…
2019 Year End Tax Planning
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Tax filing season may be several months away, but it’s never too early to think about implementing a tax strategy…
Four Criteria to Consider When Looking for a Financial Advisor
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When looking for a Financial Advisor to help achieve your personal financial goals you want to know they’re qualified and…
Market Volatility: What should I do now?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Stock markets have been choppy lately, pressured by all sorts of concerns – including tighter monetary policy, the impact of…
Panic and Greed: Ineffective Investment Strategies
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
If markets are good at one thing, it’s reminding investors that stock prices don’t simply go up, uninterrupted, forever. Markets…