Financial Planning
3 Portfolio Checkup Traps to Avoid
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Here are a few common traps to avoid as you perform a periodic portfolio review. Trap 1 – Focusing on…
Identity Theft
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Protect Yourself From Identity Theft and Other Scams As hard as you work to make money and as difficult as…
What’s In Your Credit Score
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Credit scoring has been in existence since the late 1950s, when it was first used by large retail stores and…
Market Volatility – What Investors Should Know
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Key Points Markets have been unusually volatile so far in 2016, with plunging oil prices, slowing growth in China, steep…
Time In Market
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A Question of Time No one can predict the market’s biggest gains, so staying invested is your best option. One…
Social Security FAQ: Spousal Benefits
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Questions, questions – and plenty of them about Social Security’s valuable spousal and survivor benefits. The recent decision by Congress…