Objective Advice You Can Trust
New Year’s Financial Resolutions: Get Your Finances in Shape
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Many people make resolutions on New Year’s Day. But no matter what your resolutions are, the key isn’t making the list, it’s…
2017 Year End Tax Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
If tax time brings you stress, read on. First, take heart that you can act before the end of the…
Retirement Planning: Healthcare Risk
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Healthcare will be one of the largest categories of expense for most retirees – and medical inflation is expected to…
What Happens to Your Health Savings Account (HSA) in Retirement?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Health savings accounts get plenty of attention in the financial media and in Washington. Given all the publicity, it may…
6 Key Reasons Why Investing in a Taxable Account Is Underrated
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Investors are often schooled in the virtues of stashing money in tax-sheltered savings vehicles, whether IRAs, company retirement plans, 529s,…
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),…