Rob SchmanskySep 20, 20141 minRobert Schmansky, CFP® participates in NYC Investment Advisor PanelClear Financial Advisors founder Robert Schmansky, CFP® participates in a panel discussion on mistakes investors make moderated by...
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 SchmanskyOct 24, 20112 minIs 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 SchmanskyApr 16, 20102 minBe Smart about the Roth ConversionOriginally published 4/16/2010 at the Financial Planning Association's All Things Financial Planning Blog Robert Schmansky, CFP(r) Roth...