Rob Schmansky
Tax-Loss Harvesting is not an Integrated Income Tax Plan
Incorporating taxes with an investment plan is one area most investors want assistance with from a financial advisor. Lately, there has...
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Est. 2011
Fiercely Independent Fiduciary Financial Advice™
2013 PlanPlus Global Financial Planning Awards Finalist
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Rob Schmansky
Aug 29, 20142 min read
The Benefits of Diversifying Beyond US Total Market Indexes
This article originally appeared at Forbes as It Pays to Diversify Beyond the S&P 500 by Robert Schmansky, CFP®. Investors often ask if...
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Rob Schmansky
Jan 8, 20142 min read
One Easy Way to Lower Your Life Insurance Premiums
The following blog was originally published at Forbes. Read the original post here: By Robert Schmansky Many individuals sign up for...
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Rob Schmansky
Dec 10, 20132 min read
Why You Should Know Dimensional Fund Advisors
The following was originally published by Robert Schmansky for Forbes: Dimensional Fund Advisors (DFA) is often noted for the cultish...
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Rob Schmansky
Aug 8, 20132 min read
Should I Buy an Annuity at Retirement?
One of the questions retirees face with drawing down their portfolios is, “Should I move everything to an annuity?” In a low-interest...
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Rob Schmansky
Apr 3, 20133 min read
The Importance of Integrating Tax and Investment Advice
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...
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Rob Schmansky
Feb 21, 20132 min read
How to Find a Tax Professional
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...
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Rob Schmansky
Dec 10, 20122 min read
3 Reasons to Avoid Target-Date Retirement Funds
Owning a retirement target date fund could throw off a balanced approach to your investments. What’s wrong with retirement target date...
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Rob Schmansky
Aug 12, 20122 min read
Was there a lost decade for stocks? Not for all investors.
Part of the fear that drives investors to products such as variable annuities, equity-indexed annuities, and the false promises of active...
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Rob Schmansky
Aug 9, 20123 min read
Variable Annuities Seek to Bail on Guarantees
Many variable annuity owners with Axa Equitable and Transamerica are receiving a letter they probably had to read over half a dozen times...
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Rob Schmansky
Jun 20, 20122 min read
Lump Sum Pension Payout Considerations
General Motors and Ford retirees are facing a choice that may become a trend for traditional pensions. As corporations seek to manage...
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Rob Schmansky
Jan 25, 20123 min read
Variable Annuity Investor Pitfalls
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 –...
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Rob Schmansky
Dec 14, 20112 min read
Do Not Buy Insurance from Your Investment Advisor
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...
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Rob Schmansky
Nov 1, 20113 min read
Why 529 Plans May Not Be Best Place for College Savings
President Obama’s announced plans to use executive orders to change student loan payback and loan forgiveness continues a trend of...
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Rob Schmansky
Apr 18, 20113 min read
Who are NAPFA Fee-Only Financial Advisors?
Organic; natural. Vegetarian; vegan. Terms can be critical to understand, especially when it involves getting what you meant to! If there...
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