Rob SchmanskyFeb 14, 20132 minIs a cash reserve necessary? I met with a couple recently to deliver their financial plan, and throughout the first half of the meeting we laughed repeatedly as they...
Rob SchmanskyDec 5, 20122 minWhere should I save for retirement after my 401(k), 403(b) or employer plan?First off, if this situation applies to you then let me say… “Congratulations!” You’re doing a great job of saving for your future, and...
Rob SchmanskyMar 12, 20122 minWho should be my power of attorney in health and financial matters?When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the...
Rob SchmanskyFeb 27, 20122 minTop Income Tax Filing MistakesTax filing season is underway and while you still may not have all of your forms, below are a few of the biggest mistakes I’ve seen in...