Objective Advice You Can Trust
Retirement Income Principles
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAs more than 76 million baby boomers – nearly 25 percent of all Americans — approach retirement age in the…
Essential Financial Planning Numbers for 2017
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByHere’s a summary of several of the key financial-planning numbers to have on your radar as we head into 2017….
5 Financial Must-Dos Before Year-End
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByWhile you’re often exhorted to optimize every aspect of your financial life at the end of each calendar year, you…
When It Pays to Retire With a Mortgage
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written BySometimes retiring with a home you own free and clear isn’t the best choice. If you’re in or near retirement…
When It Pays to File Early for Social Security
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByFiling for Social Security while your benefit is still growing sometimes makes sense. In deciding when to take Social Security,…
Seeking Financial Simplicity
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByTake steps to reduce the stress of managing your money. With today’s economic challenges, it’s not surprising that a growing…