Objective Advice You Can Trust
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),…
Retirement Income Principles
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
As more than 76 million baby boomers – nearly 25 percent of all Americans — approach retirement age in the…
When It Pays to Retire With a Mortgage
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Sometimes 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
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Filing for Social Security while your benefit is still growing sometimes makes sense. In deciding when to take Social Security,…
Seeking Financial Simplicity
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Take steps to reduce the stress of managing your money. With today’s economic challenges, it’s not surprising that a growing…
Simplicity – Quotes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A listing of quotes from financial resources espousing the virtues of SIMPICITY… William Smead: “An investment is like a bar…