Objective Advice You Can Trust
Year-End Portfolio Checkup: 6 Tax-Smart Tips
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByWith a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…
Retirement Planning: Are You Doing the Right Things?
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByWhen people ask me whether they are on track for retirement I believe what they’re really looking for is reassurance. …
What’s the Difference Between Marginal and Effective Tax Rates?
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIn order to explain the difference between “marginal” and “effective” tax rates, it’s important to first dispel a common misconception:…
Analyzing Your Tax Return
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAnother tax season is upon us. Many people tuck their tax return and supporting documents into a folder and hand…
What You Can Learn From Your W-2 Tax Form
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByOnly employees will receive a W-2. As you review your W-2, here are some of the key line items to…
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…