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Archive for the Financial Planning Category

Analyzing Your Tax Return

Another tax season has come and is almost gone.  Many people tuck their tax return and supporting documents into a folder and hand it all over to their accountants without taking a closer look.  And even investors who complete their own tax returns using tax-preparation software often plug […]

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What You Can Learn From Your W-2 Tax Form

Only employees will receive a W-2; if you’re among the growing ranks of people working in the “gig economy,” you’ll receive a statement of your income via a 1099-MISC form. As you review your W-2, here are some of the key line items to focus on. W-2 […]

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What You Can Learn From Your 1099 Tax Forms

The first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so on.  The unifying theme among them is that they document that you received some type of income during the preceding year, whether from your investments, from working, […]

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What You Can Learn from Your Tax Return: Form 1040

The Tax Cuts and Jobs Act of 2017, which was signed into law in 2017’s waning days, ushers in significant changes to the individual income tax framework.  The changes include: new tax rates, an increase in the standard deduction, the repeal of the personal exemption, and a […]

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Your 2018 Tax Fact Sheet

The turn of the calendar page usually ushers in a few small tax adjustments – allowable 401(k) and IRA contributions may get bumped up a bit to account for inflation, along with the IRA income limits and estate/gift tax exclusion amounts. But 2018 brings more sweeping changes […]

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New Year’s Financial Resolutions: Get Your Finances in Shape

New Year’s Financial Resolutions: Get Your Finances in Shape

Many people make resolutions on New Year’s Day.  But no matter what your resolutions are, the key isn’t making the list, it’s sticking with it.  Here are five resolutions that can help increase your financial fitness today and in the new year. Resolution 1: Create a budget for life […]

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2017 Year End Tax Tips

If tax time brings you stress, read on.  First, take heart that you can act before the end of the year to help minimize the pain of April 15.  Then, consider the tax tips below affecting key areas of your financial life—from your portfolio to your retirement […]

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How to Plan Ahead for Retirement Healthcare Costs

How to Plan Ahead for Retirement Healthcare Costs

Healthcare will be one of the largest categories of expense for most retirees – and medical inflation is expected to run 2 to 3 times faster than general inflation. Retirees can cope by fine-tuning their Medicare coverage.  That can help control spending in retirement.  But what about […]

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What Happens to Your Health Savings Account (HSA) in Retirement?

What Happens to Your Health Savings Account (HSA) in Retirement?

Health savings accounts get plenty of attention in the financial media and in Washington.  Given all the publicity, it may come as a surprise that assets in HSAs aren’t all that impressive: Just $37 billion was stashed in the accounts at the end of 2016, according to HSA […]

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Health Savings Accounts (HSAs) – An Overview

Health Savings Accounts (HSAs) – An Overview

Description Health Savings Accounts (HSA) were created by the Medicare bill signed by President Bush on December 8, 2003 and are designed to help individuals save for future qualified medical and retiree health expenses on a tax-free basis. Health Savings Accounts are tax-deductible savings plans that allow […]

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Areas We Serve

Staib Financial Planning, LLC strives to make meeting with us convenient and easy. We offer many locations around the Denver area other than our main office, serving Highlands Ranch, Lone Tree, Centennial, Littleton, Parker, Aurora, Denver and surrounding communities.

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