Objective Advice You Can Trust
5 Stealth Taxes That Can Impact Your Retirement
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Every year, an increasing number of retirees are impacted by one or more “stealth” taxes. While certain taxes may be…
Benefits of Delaying Social Security
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Social Security election decision(s) are a foundational component of a comprehensive retirement plan. The decision of when to claim Social…
Retirement Risk: Inflation Risk
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Inflation is the tendency of prices to rise and money to lose purchasing power over time. It is often referred…
Retirement Planning: Longevity Risk
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Key Insights Running out of money during your lifetime – longevity risk – is one of the biggest fears people…
How to Minimize Taxes of Social Security Benefits
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Many people are surprised to find out their Social Security income is subject to taxes in retirement. There are a…
Taxation Of Social Security Income
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Most workers are well aware they pay Social Security taxes on their income throughout their career. Both you and your…