Objective Advice You Can Trust
A Hierarchy for Retirement Savings
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
There are several account options available to investors for retirement savings purposes, including 401(k)s (403(b), 457, and the equivalents), IRA(s),…
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…
Social Security FAQ: Spousal Benefits
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Questions, questions – and plenty of them about Social Security’s valuable spousal and survivor benefits. The recent decision by Congress…
Conducting a Mid-Year Investment Portfolio Checkup? Avoid These Mistakes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When it comes to checking up on your portfolio, a policy of benign neglect invariably beats too much monitoring. Investors…
When Should You Take Social Security?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Key Points Taking Social Security benefits before you reach full retirement age may not be the wisest choice. We’ll cover…
TAXATION OF RETIREMENT INCOME
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A Summary of How Your Retirement Income is Taxed Retirees often receive income from a variety of sources, including Social…
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