Objective Advice You Can Trust
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…
The Importance of Tax-Efficient Investing
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When it comes to income, you know that it’s not what you make, but what you keep after taxes that…
Investment Strategy…using an Index Card
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few…
Maximizing After-Tax Investment Returns through Asset Location
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
You probably already appreciate the beauty of asset allocation. When you spread your money among investment categories that share little…