Financial Planning
Should You Pay Off Your Mortgage Early Before You Retire?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Some people enjoy the peace of mind that comes with being free from debt in retirement. But warm and fuzzy…
7 Tax Fundamentals Every Investor Should Know
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The tax code might be complicated, but the basic ideas behind tax-smart investing are pretty simple. Here are seven fundamentals…
2014 Year-End Tax Planning
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Are you confident you are doing everything you can to minimize your income taxes? If not, now may be time…
When Should You Take Social Security?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Key Points Taking Social Security benefits before you reach full retirement age may not be the wisest choice. We’ll cover…
TAXATION OF RETIREMENT INCOME
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A Summary of How Your Retirement Income is Taxed Retirees often receive income from a variety of sources, including Social…
How to Self-Diagnose Your Personal Financial Health
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
You probably get an annual physical. Your doctor will ask about your concerns, take your blood pressure, perform other basic…