Clear Financial Advisors founder Robert Schmansky, CFP® participates in a panel discussion on mistakes investors make moderated by...

This article originally appeared at Forbes by Robert Schmansky, CFP®. Following a rigid ideology can present weaknesses in life and an...

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

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

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...

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

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...

Originally published 4/16/2010 at the Financial Planning Association's All Things Financial Planning Blog Robert Schmansky, CFP(r) Roth...

One of the products that has been stung in the retirement product race are variable annuities with benefits for retirement income. Here...