Objective Advice You Can Trust
Retiring in a Down Market
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Pre-retirees and new retirees concerned about today’s markets can take steps to protect themselves. The current market rout has been…
Retirement Risk: Inflation Risk
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Inflation is the tendency of prices to rise and money to lose purchasing power over time. It is often referred…
Estimating Your Life Expectancy
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A critically important variable in retirement planning is life expectancy. I occasionally joke with retirement planning clients that if they…
Retirement Planning: Longevity Risk
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Key Insights Running out of money during your lifetime – longevity risk – is one of the biggest fears people…
Retirement Savings: 6 Things You Should Know About the SECURE Act
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The SECURE Act, a law that took effect on January 1, 2020, made significant changes to retirement savings law (the acronym stands…
Coronavirus Aid, Relief, and Economic Security (CARES) Act: A Summary
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
In response to the unfolding COVID-19 global pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2+ trillion…