Asset Allocation
Analyzing Your Tax Return
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Another tax season is upon us. Many people tuck their tax return and supporting documents into a folder and hand…
What You Can Learn From Your 1099 Tax Forms
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so…
What You Can Learn from Your Tax Return: Form 1040
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Between the Tax Cuts and Jobs Act of 2017 (TCJA), SECURE ACTs, and the changes to the 1040 tax form(s)…
New Year’s Financial Resolutions: Get Your Finances in Shape
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Many people make resolutions on New Year’s Day. But no matter what your resolutions are, the key isn’t making the list, it’s…
What Happens to Your Health Savings Account (HSA) in Retirement?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Health savings accounts get plenty of attention in the financial media and in Washington. Given all the publicity, it may…
Seeking Financial Simplicity
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Take steps to reduce the stress of managing your money. With today’s economic challenges, it’s not surprising that a growing…