Objective Advice You Can Trust: 303-887-9633

Archive for the Retirement Category

Market Volatility: What should I do now?

Stock markets have been choppy lately, pressured by all sorts of concerns – including tighter monetary policy, the impact of tariffs, and mid-term elections – to name a few. Worrying excessively about a bear market is counterproductive but being prepared for one is always a good idea. […]

Read more

Tax Prep: 6 Ways to Get a Head Start on Tax Season

Tax filing season may be months away, but it’s never too early to get organized.  Consider taking these simple steps to prepare before the end of the year – and potentially minimize your tax bill. Double-check your withholding and estimated tax payments: With the recent tax law changes from the […]

Read more

Year-End Portfolio Checkup: 6 Tax-Smart Tips

With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re doing all you can to maximize your savings and reduce your tax bill.  Don’t wait until December to reassess your finances – you could miss out on opportunities that disappear […]

Read more

Are You on Track for Retirement?

As a financial planner, I receive questions on a daily basis regarding individual’s finances.  While every question is different, ultimately a majority of the questions regarding retirement planning boil down to one of three fundamental questions: Am I on track for retirement? Am I doing the right […]

Read more

Retirement Planning: Are You Doing the Right Things?

When people ask me whether they are on track for retirement I believe what they’re really looking for is reassurance.  But as much as I’d like to be able to tell you for sure whether you have enough to retire comfortably, the truth is that one can’t […]

Read more

Do You Have the Right Investments?

The answer has less to do with finding the single perfect stock or mutual fund.  In fact, the key to this question is changing your idea of what the “right” investment really is. Very likely, many people who ask this question believe that there is one “right” […]

Read more

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 […]

Read more

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 […]

Read more

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, […]

Read more

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 […]

Read more

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.

Click Here for more details about alternate locations from our main office.

Where We Are