Objective Advice You Can Trust
The 3 Tax Phases of Retirement Planning: Why Early Retirement Years Offer the Greatest Tax Planning Opportunity
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The 3 Tax Phases of Retirement Planning Most people assume that their taxes will naturally decline once they retire. After…
6 Strategies to Reduce Taxes in Retirement
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
For many people, reducing taxes is the easiest and fastest way to increase investment returns, keep a retirement plan back…
5 Stealth Taxes That Can Impact Your Retirement
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Every year, an increasing number of retirees are impacted by one or more “stealth” taxes. While certain taxes may be…
Retirement Income Strategy: Guardrails
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Summary There are numerous variables involved in choosing an appropriate portfolio withdrawal strategy, most of which are unpredictable and outside…
Benefits of Delaying Social Security
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Social Security election decision(s) are a foundational component of a comprehensive retirement plan. The decision of when to claim Social…
6 Benefits of Delaying Retirement
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
No single decision will improve pre-retirees’ potential retirement security as much as continuing to work even a few more years…