Objective Advice You Can Trust
A 5-Step Mid-Year Investment Portfolio Checkup
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Investors looking through their portfolios today may feel a little like homeowners scouting around their yards after a major storm….
3 Portfolio Checkup Traps to Avoid
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Here are a few common traps to avoid as you perform a periodic portfolio review. Trap 1 – Focusing on…
Social Security FAQ: Spousal Benefits
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Questions, questions – and plenty of them about Social Security’s valuable spousal and survivor benefits. The recent decision by Congress…
The Ins and Outs of Social Security Benefits and Taxes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
It’s an unpleasant fact of life: The taxman can take a bite out of your Social Security benefits. The…
2016 Tax Fast Facts For Investors
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
It’s not hard to find tax information on the Internet – when quarterly taxes are due, 401(k) contribution limits, and…
2015 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…