Investment Management
Analyzing Your Tax Return
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Another tax season is upon us. Many people tuck their tax return and supporting documents into a folder and hand…
What You Can Learn From Your W-2 Tax Form
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Only employees will receive a W-2. As you review your W-2, here are some of the key line items to…
What You Can Learn From Your 1099 Tax Forms
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so…
What You Can Learn from Your Tax Return: Form 1040
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Between the Tax Cuts and Jobs Act of 2017 (TCJA), SECURE ACTs, and the changes to the 1040 tax form(s)…
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…
2017 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…