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Archive for the Retirement Category

Four Criteria to Consider When Looking for a Financial Advisor

When looking for a Financial Advisor to help achieve your personal financial goals you want to know they’re qualified and trustworthy.  Financial advisors come in a confusing array of professional designations, with different fee structures and areas of expertise.  Below are four important criteria to consider when […]

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Determining a Realistic Withdrawal Amount and Asset Allocation

Most people look forward to retirement, but it can be one of the most complicated stages of life from a financial planning point of view.  In addition to charting a suitable investment strategy, retirees need to consider estate planning issues, health insurance needs, and – one of […]

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Retirement Planning: Focus on the Critical Variables within Your Control

A generation ago, it was relatively easy to make your money last through your lifetime: You retired at 65, bought bonds, and lived off your pension and Social Security.  You weren’t expecting to live much past age 75. Things have changed.  Interest rates are near historic lows, pensions […]

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Market Volatility: What should I do now?

Stock markets have been choppy lately, pressured by all sorts of concerns – including tighter monetary policy, the impact of tariffs, and mid-term elections – to name a few. Worrying excessively about a bear market is counterproductive but being prepared for one is always a good idea. […]

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Tax Prep: 6 Ways to Get a Head Start on Tax Season

Tax filing season may be months away, but it’s never too early to get organized.  Consider taking these simple steps to prepare before the end of the year – and potentially minimize your tax bill. Double-check your withholding and estimated tax payments: With the recent tax law changes from the […]

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Year-End Portfolio Checkup: 6 Tax-Smart Tips

With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re doing all you can to maximize your savings and reduce your tax bill.  Don’t wait until December to reassess your finances – you could miss out on opportunities that disappear […]

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Are You on Track for Retirement?

As a financial planner, I receive questions on a daily basis regarding individual’s finances.  While every question is different, ultimately a majority of the questions regarding retirement planning boil down to one of three fundamental questions: Am I on track for retirement? Am I doing the right […]

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Retirement Planning: Are You Doing the Right Things?

When people ask me whether they are on track for retirement I believe what they’re really looking for is reassurance.  But as much as I’d like to be able to tell you for sure whether you have enough to retire comfortably, the truth is that one can’t […]

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Do You Have the Right Investments?

The answer has less to do with finding the single perfect stock or mutual fund.  In fact, the key to this question is changing your idea of what the “right” investment really is. Very likely, many people who ask this question believe that there is one “right” […]

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Analyzing Your Tax Return

Another tax season is upon us.  Many people tuck their tax return and supporting documents into a folder and hand it all over to their accountants without taking a closer look.  And even investors who complete their own tax returns using tax-preparation software often plug the relevant information […]

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Areas We Serve

Staib Financial Planning, LLC strives to make meeting with us convenient and easy. We offer many locations around the Denver area other than our main office, serving Highlands Ranch, Lone Tree, Centennial, Littleton, Parker, Aurora, Denver and surrounding communities.

Click Here for more details about alternate locations from our main office.

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