Objective Advice You Can Trust
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…
2021 Tax Fact Sheet
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The year 2020 brought seismic changes to our lives in most important respects. But as 2021 dawns, the changes to…
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…
A Midyear Portfolio Checkup in 5 Steps
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
We’re at the halfway point in 2023, and the first half has provided solid market returns after a rather tumultuous…