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Staib Financial Planning Blog

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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2015 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 […]

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Financial Planning: Rules of Thumb

Financial Planning: Rules of Thumb

The expression “rule of thumb” is believed to have derived from carpenters of generations past who used their thumbs to make rough estimates of length rather than using a more precise instrument such as a wooden ruler.  The idea was to provide a quick and easy way […]

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Five Core Principles for Investors

The U.S. economic data is mixed, not strong enough or weak enough for a firm conclusion regarding what actions the Federal Reserve may take this week. The recent sell-off and volatility has U.S. stocks in correction territory. China’s slowing growth remains concerning. And election season already is […]

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Investment Strategy…using an Index Card

Investment Strategy…using an Index Card

Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few years ago by scratching out “all the financial advice you’ll ever need” on a 4×6 index card. Now you may disagree with a few of Pollack’s items […]

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