Financial Planning
2019 Year End Tax Planning
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Tax filing season may be several months away, but it’s never too early to think about implementing a tax strategy…
Four Criteria to Consider When Looking for a Financial Advisor
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When looking for a Financial Advisor to help achieve your personal financial goals you want to know they’re qualified and…
Determining a Realistic Withdrawal Amount and Asset Allocation
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Most people look forward to retirement, but it can be one of the most complicated stages of life from a…
Retirement Planning: Focus on the Critical Variables within Your Control
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A generation ago, it was relatively easy to make your money last through your lifetime: You retired at 65, bought…
Market Volatility: What should I do now?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Stock markets have been choppy lately, pressured by all sorts of concerns – including tighter monetary policy, the impact of…
Panic and Greed: Ineffective Investment Strategies
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
If markets are good at one thing, it’s reminding investors that stock prices don’t simply go up, uninterrupted, forever. Markets…