#fpablog

Rob Schmansky

Is 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 Schmansky

Where 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 Schmansky

Who 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 Schmansky

Top Income Tax Filing Mistakes

Tax 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...

Rob Schmansky

Estate Planning for Your Digital Assets

A growing concern for those managing the process of closing an estate is figuring out where deceased actively maintained accounts and...

Rob Schmansky

Is real estate a good investment?

With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?” Real estate can...

Rob Schmansky

Is my 401(k) or 403(b) the best place to invest?

You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be...

Rob Schmansky

Why invest in stocks?

I get the feeling that for many investors who have been on the sidelines though the latest market volatility there has been an “I told...

Rob Schmansky

Where can I earn a higher yield?

“More money has been lost reaching for yield than at the point of a gun.” ~ (I believe first attributed to) Raymond F. DeVoe, Jr. I...