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Staib Financial Planning Blog

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 […]

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3 Portfolio Checkup Traps to Avoid

3 Portfolio Checkup Traps to Avoid

Here are a few common traps to avoid as you perform a periodic portfolio review. Trap 1 – Focusing on the Details, and not the Overall Plan A common mistake is to too quickly get into the “weeds” of your portfolio, focusing on the performance of individual […]

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Identity Theft

Protect Yourself From Identity Theft and Other Scams As hard as you work to make money and as difficult as it is to save it, the last thing you want to do is lose any of it through fraud. Financial fraud is now the number one consumer […]

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What’s In Your Credit Score

Credit scoring has been in existence since the late 1950s, when it was first used by large retail stores and in finance companies to support lending decisions. Scoring has evolved over the years and today is utilized by a broad range of potential creditors, as well as […]

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Market Volatility – What Investors Should Know

Key Points Markets have been unusually volatile so far in 2016, with plunging oil prices, slowing growth in China, steep declines in overseas equity markets, and concerns about Federal Reserve policy and a potential “Brexit” all contributing to uncertainty. While we have experienced a 10% U.S. stock […]

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Time In Market

A Question of Time No one can predict the market’s biggest gains, so staying invested is your best option. One of the most common questions I hear from investors is whether it’s a good time to get in or out of the markets. Even for experienced investors, […]

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Social Security FAQ: Spousal Benefits

Social Security FAQ: Spousal Benefits

Questions, questions – and plenty of them about Social Security’s valuable spousal and survivor benefits. The recent decision by Congress to phase out the file-and-suspend and restricted claim loopholes under the Bipartisan Budget Act of 2015 (BBA) has stirred up even more interest in the topic. The […]

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The Ins and Outs of Social Security Benefits and Taxes

The Ins and Outs of Social Security Benefits and Taxes

  It’s an unpleasant fact of life: The taxman can take a bite out of your Social Security benefits. The federal tax formula was crafted to initially target higher-income households, but the share of benefits taxed has risen over the years, because the income thresholds for taxation […]

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2016 Tax Fast Facts For Investors

2016 Tax Fast Facts For Investors

It’s not hard to find tax information on the Internet – when quarterly taxes are due, 401(k) contribution limits, and so forth.  But in the interest of saving you time and a few clicks, we’ve gathered all of 2016’s important tax facts and dates in a single […]

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The Importance of Tax-Efficient Investing

The Importance of Tax-Efficient Investing

When it comes to income, you know that it’s not what you make, but what you keep after taxes that really counts.  And these days, with higher capital gain taxes and the 3.8% Medicare investment income surtax (that affects certain filing status thresholds), being mindful of investment taxes […]

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