Objective Advice You Can Trust
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…
Your 2018 Tax Fact Sheet
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe turn of the calendar page usually ushers in a few small tax adjustments – allowable 401(k) and IRA contributions…
New Year’s Financial Resolutions: Get Your Finances in Shape
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByMany 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
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIf tax time brings you stress, read on. First, take heart that you can act before the end of the…
What Happens to Your Health Savings Account (HSA) in Retirement?
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByHealth 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
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByInvestors are often schooled in the virtues of stashing money in tax-sheltered savings vehicles, whether IRAs, company retirement plans, 529s,…