Objective Advice You Can Trust: 303-887-9633

Archive for the Investment Management Category

How to Plan Ahead for Retirement Healthcare Costs

How to Plan Ahead for Retirement Healthcare Costs

Healthcare will be one of the largest categories of expense for most retirees – and medical inflation is expected to run 2 to 3 times faster than general inflation. Retirees can cope by fine-tuning their Medicare coverage.  That can help control spending in retirement.  But what about […]

Read more

6 Key Reasons Why Investing in a Taxable Account Is Underrated

Investors are often schooled in the virtues of stashing money in tax-sheltered savings vehicles, whether IRAs, company retirement plans, 529s, or health-savings accounts. At a minimum, these savings accounts all offer tax-deferred compounding – meaning you won’t pay any taxes on a year-to-year basis as long as […]

Read more

A Hierarchy for Retirement Savings

There are several account options available to investors for retirement savings purposes, including 401(k)s (403(b), 457, and the equivalents), IRA(s), and taxable accounts. One question investors often ask is, if they have a fixed sum of money to invest every month or every year, how should they […]

Read more

Retirement Income Principles

Retirement Income Principles

As more than 76 million baby boomers – nearly 25 percent of all Americans — approach retirement age in the next 20 years and make the transition from retirement saving to retirement spending, a recent survey reveals that one-third of those who say they are just five years […]

Read more

Essential Financial Planning Numbers for 2017

Here’s a summary of several of the key financial-planning numbers to have on your radar as we head into 2017. Company Retirement Plans: 401(k), 403(b), and 457 The contribution limits for 401(k)s, 403(b)s, and 457 plans are staying the same for 2017 as they were in 2016. Contribution limits […]

Read more

5 Financial Must-Dos Before Year-End

While you’re often exhorted to optimize every aspect of your financial life at the end of each calendar year, you might not have the luxury of time to pack it all in, especially with holiday related tasks and fun competing for your attention. For example, while you’d […]

Read more

2016 Year End Tax Tips

If tax time brings you stress, read on.  First, take heart that you can act before the end of the year to help minimize the pain of April 15.  Then, consider the tax tips below affecting key areas of your financial life—from your portfolio to your retirement […]

Read more

Seeking Financial Simplicity

Take steps to reduce the stress of managing your money. With today’s economic challenges, it’s not surprising that a growing number of people say they are feeling stressed about their personal finances. In fact, four out of five Americans say they feel anxiety due to money, according […]

Read more

Simplicity – Quotes

A listing of quotes from financial resources espousing the virtues of SIMPICITY… William Smead: “An investment is like a bar of soap. The more you handle it, the smaller it gets.” Confucius: “Life is really simple, but we insist on making it complicated” Christine Benz, Morningstar Director […]

Read more

A 5-Step Mid-Year Investment Portfolio Checkup

Investors looking through their portfolios today may feel a little like homeowners scouting around their yards after a major storm. There may be a few broken tree limbs here and there, but chances are things don’t look as bad as they imagined when the wind was rattling […]

Read more
Page 1 of 3123

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.

Where We Are