Retirement Planning
Estimating Your Life Expectancy
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A critically important variable in retirement planning is life expectancy. I occasionally joke with retirement planning clients that if they…
Retirement Planning: Longevity Risk
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Key Insights Running out of money during your lifetime – longevity risk – is one of the biggest fears people…
Retirement Savings: 6 Things You Should Know About the SECURE Act
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The SECURE Act, a law that took effect on January 1, 2020, made significant changes to retirement savings law (the acronym stands…
Year-End Portfolio Checkup: 6 Tax-Smart Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Now is a good time to review your investment portfolio and your overall financial plans and ensure you’re doing all…
Roth Conversions: Consider Seizing the Opportunity
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The ideal environment to perform Roth IRA Conversions is: (1) when tax rates are low, and (2) when the market…
Coronavirus Aid, Relief, and Economic Security (CARES) Act: A Summary
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
In response to the unfolding COVID-19 global pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2+ trillion…