Objective Advice You Can Trust
Are You on Track for Retirement?
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAs a financial planner, I receive questions on a daily basis regarding individual’s finances. While every question is different, ultimately…
Retirement Planning: Are You Doing the Right Things?
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByWhen people ask me whether they are on track for retirement I believe what they’re really looking for is reassurance. …
Do You Have the Right Investments?
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe answer has less to do with finding the single perfect stock or mutual fund. In fact, the key to…
Analyzing Your Tax Return
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAnother tax season is upon us. Many people tuck their tax return and supporting documents into a folder and hand…
What You Can Learn From Your 1099 Tax Forms
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so…
What You Can Learn from Your Tax Return: Form 1040
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByBetween the Tax Cuts and Jobs Act of 2017 (TCJA), SECURE ACTs, and the changes to the 1040 tax form(s)…