Objective Advice You Can Trust
6 Key Reasons Why Investing in a Taxable Account Is Underrated
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByInvestors are often schooled in the virtues of stashing money in tax-sheltered savings vehicles, whether IRAs, company retirement plans, 529s,…
Retirement Income Principles
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAs more than 76 million baby boomers – nearly 25 percent of all Americans — approach retirement age in the…
Essential Financial Planning Numbers for 2017
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByHere’s a summary of several of the key financial-planning numbers to have on your radar as we head into 2017….
2016 Year End Tax Tips
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIf tax time brings you stress, read on. First, take heart that you can act before the end of the…
Seeking Financial Simplicity
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByTake steps to reduce the stress of managing your money. With today’s economic challenges, it’s not surprising that a growing…
3 Portfolio Checkup Traps to Avoid
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByHere are a few common traps to avoid as you perform a periodic portfolio review. Trap 1 – Focusing on…