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Staib Financial Planning Blog

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 […]

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Personal Financial Records Retention Suggestions

Personal Financial Records Retention Suggestions

When it comes to financial records retention and records retention guidelines, there aren’t any hard and fast records retention guidelines.  The purpose of this document is to provide some basic rules of thumb for the retention of personal financial records.  It’s always good to check with your accountant […]

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Should You Pay Off Your Mortgage Early Before You Retire?

Should You Pay Off Your Mortgage Early Before You Retire?

Some people enjoy the peace of mind that comes with being free from debt in retirement. But warm and fuzzy feelings should be weighed against solid financial facts. Whether it makes financial sense to retire your mortgage when you retire depends on many factors in your individual […]

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7 Tax Fundamentals Every Investor Should Know

7 Tax Fundamentals Every Investor Should Know

The tax code might be complicated, but the basic ideas behind tax-smart investing are pretty simple.  Here are seven fundamentals to guide you through the many points in your life when taxes may play a role in your financial decision-making. Know how your income is being taxed. […]

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The Investor’s Guide to Income Taxes

The Investor’s Guide to Income Taxes

Key Points Understanding what constitutes income can help you pay less in taxes The amount of income you’re required to recognize for tax purposes depends on the extent to which the Internal Revenue Code allows special exclusions, adjustments, deductions and credits   Your  investment decisions always come […]

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6 New Year’s Investing Resolutions

6 New Year’s Investing Resolutions

Anyone who has ever successfully lost weight or ended a bad habit will tell you: The battle is never really over.  Even if your New Year’s resolutions were in tatters by New Year’s night, each new day represents a fresh chance to do better.   And so […]

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2014 Year-End Tax Planning

2014 Year-End Tax Planning

Are you confident you are doing everything you can to minimize your income taxes?  If not, now may be time for a fresh look.  Your tax picture – and the tax law – changes from year to year.  A year-end review can suggest new tax-saving opportunities and […]

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When Should You Take Social Security?

When Should You Take Social Security?

Key Points Taking Social Security benefits before you reach full retirement age may not be the wisest choice. We’ll cover Social Security benefit eligibility and factors to consider when deciding when to take Social Security. The strategies for maximizing benefits can get complex, so be sure to […]

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TAXATION OF RETIREMENT INCOME

TAXATION OF RETIREMENT INCOME

A Summary of How Your Retirement Income is Taxed Retirees often receive income from a variety of sources, including Social Security benefits, and distributions from pensions, annuities, IRAs and other retirement plans.  It’s critical to understand the taxation associated with each of these income sources in order […]

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How to Self-Diagnose Your Personal Financial Health

How to Self-Diagnose Your Personal Financial Health

You probably get an annual physical.  Your doctor will ask about your concerns, take your blood pressure, perform other basic tests, and 30 minutes later you’re out of the paper gown and on your way — likely with a few recommendations of action and possibly with a […]

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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.

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