Objective Advice You Can Trust
What You Can Learn from Your Tax Return: Form 1040
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Between the Tax Cuts and Jobs Act of 2017 (TCJA), SECURE ACTs, and the changes to the 1040 tax form(s)…
Your 2018 Tax Fact Sheet
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The 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
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Many 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
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
If tax time brings you stress, read on. First, take heart that you can act before the end of the…
Retirement Planning: Healthcare Risk
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Healthcare will be one of the largest categories of expense for most retirees – and medical inflation is expected to…
What Happens to Your Health Savings Account (HSA) in Retirement?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Health savings accounts get plenty of attention in the financial media and in Washington. Given all the publicity, it may…