Objective Advice You Can Trust
Coronavirus Aid, Relief, and Economic Security (CARES) Act: A Summary
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIn response to the unfolding COVID-19 global pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2+ trillion…
CARES Act Waives Required Minimum Distributions (RMDs) from Retirement Accounts for 2020
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAmong the numerous provisions of the massive aid package, the Coronavirus Aid, Relief, and Economic Security Act or CARES Act,…
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…