Taxes
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…
Investment Strategy…using an Index Card
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few…
Financial Advice…on an Index Card
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few…
Maximizing After-Tax Investment Returns through Asset Location
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
You probably already appreciate the beauty of asset allocation. When you spread your money among investment categories that share little…