Financial Planning
The Ins and Outs of Social Security Benefits and Taxes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
It’s an unpleasant fact of life: The taxman can take a bite out of your Social Security benefits. The…
2016 Tax Fast Facts For Investors
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
It’s not hard to find tax information on the Internet – when quarterly taxes are due, 401(k) contribution limits, and…
The Importance of Tax-Efficient Investing
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When it comes to income, you know that it’s not what you make, but what you keep after taxes that…
2015 Year End Tax Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
If tax time brings you stress, read on. First, take heart that you can act before the end of the…
Financial Planning: Rules of Thumb
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The expression “rule of thumb” is believed to have derived from carpenters of generations past who used their thumbs to…
Five Core Principles for Investors
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Here are five core principles every investor should keep in mind: 1. DIVERSIFICATION: Diversification is how you limit the risk…