Incorporating taxes with an investment plan is one area most investors want assistance with from a financial advisor. Lately, there has...

This article originally appeared at Forbes as It Pays to Diversify Beyond the S&P 500 by Robert Schmansky, CFP®. Investors often ask if...

The following blog was originally published at Forbes. Read the original post here: By Robert Schmansky Many individuals sign up for...

The following was originally published by Robert Schmansky for Forbes: Dimensional Fund Advisors (DFA) is often noted for the cultish...

One of the questions retirees face with drawing down their portfolios is, “Should I move everything to an annuity?” In a low-interest...

As an advisor who works in taxes, it is interesting, and at times infuriating to see the costs some brokers will impose on their client’s...

Filing your taxes is not easy and finding someone to help you can be even more difficult but here’s some guidance on finding a tax...

Owning a retirement target date fund could throw off a balanced approach to your investments. What’s wrong with retirement target date...

Part of the fear that drives investors to products such as variable annuities, equity-indexed annuities, and the false promises of active...

Many variable annuity owners with Axa Equitable and Transamerica are receiving a letter they probably had to read over half a dozen times...

General Motors and Ford retirees are facing a choice that may become a trend for traditional pensions. As corporations seek to manage...

If you have siblings or are a fan of The Simpsons you are probably familiar with the “it’s their own fault” defense. It works like this –...

Insurance is a critical part of any financial plan. While it may seem like a good idea to buy your insurance products from the advisor...

President Obama’s announced plans to use executive orders to change student loan payback and loan forgiveness continues a trend of...

Organic; natural. Vegetarian; vegan. Terms can be critical to understand, especially when it involves getting what you meant to! If there...