Retirement Planning
When It Pays to Retire With a Mortgage
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Sometimes retiring with a home you own free and clear isn’t the best choice. If you’re in or near retirement…
When It Pays to File Early for Social Security
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Filing for Social Security while your benefit is still growing sometimes makes sense. In deciding when to take Social Security,…
Seeking Financial Simplicity
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Take steps to reduce the stress of managing your money. With today’s economic challenges, it’s not surprising that a growing…
Simplicity – Quotes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A listing of quotes from financial resources espousing the virtues of SIMPICITY… William Smead: “An investment is like a bar…
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…
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…