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Est. 2011

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2013 PlanPlus Global Financial Planning Awards Finalist

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    Rob Schmansky
    • Sep 28, 2010
    • 3 min

    Young? Have Your Finances Under Control? You Might Benefit from Financial Advice Too

    Call it youth. We don’t think we need help with much. And according to a few articles I’ve come across recently, young people on the whole generally don’t perceive a need for professional financial advice. Although age is just a number, let’s assume for purposes of seeking financial advice that being ‘young’ ranges from the early 20’s to mid-40’s. And as someone who would be considered a young client, I completely understand the hesitation. The interaction that many have up u
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    Rob Schmansky
    • Aug 9, 2010
    • 3 min

    Your Financial Life Taking Off

    Originally published as 'Financial Beginnings - Taking Off' on 8/9/2010 at the Financial Planning Association's All Things Financial Planning blog Robert Schmansky, CFP(r) This is the 3rd installation in a 3-part series This is the third and final blog in a series for those in the beginning stages their financial lives, and the pitfalls, learning, and strategies at each stage of starting out. Previously, I observed the potential for a lost generation of investors that I see m
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