Estate Planning
Your 2018 Tax Fact Sheet
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The turn of the calendar page usually ushers in a few small tax adjustments – allowable 401(k) and IRA contributions…
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…
An Estate Planning Checklist
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Estate planning is off-putting for many folks on so many levels. Let’s start with “estate”, which conjures up images of…
The Importance of Beneficiary Designations
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
We pay good money to estate planning attorneys to draft trusts and wills. We deliberate over which loved ones are…