Clear Financial Advisors founder Robert Schmansky, CFP® is quoted here at The Washington Post on concerns that retirees are expressing regarding proposed and potential policy changes in the new administration.
“It's easier to hit savings goals when they are smaller. Instead of trying to save the maximum of $5,500 per year to your Roth IRA, break that up to $458.33 per month.” - Robert Schmansky, CFP®.
CNBC discussed the benefits and options of a rollover from an employer retirement plan at a change in employment:
"One of the items often ignored with a drop in income is that these years can be helpful for tax planning," said certified financial planner Robert Sch...
While I was not able to offer a quote (but, recognized anyhow for the knowledge!) the following piece by AnnaMaria Andriotis of the Wall Street Journal does a great job of not only discussing the performance problem of many 529 Plans, but also discusses the alternative...
SmartMoney has several pieces this month on how to fix your 401(k). Chief among them from my perspective is to get a second opinion, and speak to your human resources department if your 401(k) isn't meeting your needs.
