Objective Advice You Can Trust
Tax Planning: Principles
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Tax planning is (or certainly should be!) a core, vital component across all financial and retirement plans. There’s tax implications…
Retirement Risks … and Mitigation Strategies
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A critical component in the development and implementation of a comprehensive retirement plan includes the assessment and mitigation of risks….
The Bucket Approach to Retirement Allocation
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Achieving your retirement income needs with a diversified portfolio created using a time-based framework Retirees often struggle with determining an…
ROTH CONVERSIONS: ON SALE!
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Roth IRA conversions have always had the potential to unlock hidden value. However, in 2022 it may be an especially…
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…
PAUL STAIB EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Paul Staib, Principal of Staib Financial Planning, LLC, has earned the Retirement Income Certified Professional® (RICP®) professional designation from The…