Taxes
Conducting a Mid-Year Investment Portfolio Checkup? Avoid These Mistakes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When it comes to checking up on your portfolio, a policy of benign neglect invariably beats too much monitoring. Investors…
You’ve Accumulated a Nice Nest Egg. Now Simplify It.
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
After a lifetime of investing, your portfolio may be an unwieldy mess. Fix that now. When you’re investing for…
Personal Financial Records Retention Suggestions
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When it comes to financial records retention and records retention guidelines, there aren’t any hard and fast records retention guidelines. …
7 Tax Fundamentals Every Investor Should Know
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The tax code might be complicated, but the basic ideas behind tax-smart investing are pretty simple. Here are seven fundamentals…
The Investor’s Guide to Income Taxes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Key Points Understanding what constitutes income can help you pay less in taxes The amount of income you’re required to…
2014 Year-End Tax Planning
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Are you confident you are doing everything you can to minimize your income taxes? If not, now may be time…