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Staib Financial Planning Blog

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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Financial Ratios: A Quick Way to Check and Monitor Your Personal Financial Health

Financial Ratios: A Quick Way to Check and Monitor Your Personal Financial Health

“Prevention is better than cure”.  You need to assess your fiscal health and take corrective action before it’s too late.  Financial ratios are decision making tools which tell you how good or bad your financial health is.  We present some useful and easy to calculate personal finance […]

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Mid-Year Investment Portfolio Checkup in 5 Easy Steps

Mid-Year Investment Portfolio Checkup in 5 Easy Steps

The bull market of the past few years continues to plow along despite relatively slow economic news and ongoing unrest internationally.  If you’re paying attention to the news flow and checking in on your portfolio holdings every day – or worse yet, throughout the day – you […]

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Financial Planning – From Pile to Plan

Financial Planning – From Pile to Plan

A few years ago, I  met with a super nice lady I’ll call Eileen.  Her husband had passed away, and she needed help.  She had pile of paperwork that represented her financial life, but had no idea what it meant.  She came into my office with a box […]

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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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