February 15, 2017

 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. 

June 15, 2016

Robert Schmansky, CFP® had a few quotes in a June 15th article at Credit.com by Brooke Niemeyer titled 11 Frantic Questions Financial Advisers Get All the Time.

One way to catch-up on retirement savings is to "make sure you are getting the most out of any employer match...

March 24, 2016

“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®. 

 

Read the article here

 

 

February 23, 2015

Clear FInancial was able to participate to a USA Today story on the changing retirement landscape. 

 

MyRA's, state sponsored 401(k)'s, changes to tax benefits of saving and investing strategies... 

 

2015 will be a year for retirement planning confusion. Hopefully our law...

July 18, 2014

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...

July 8, 2014

Brokerages tout 'free' mutual funds, "no transaction-fee funds" and advice. Though as we know, nothing in the world is free.

 

In this month's Money Magazine Ian Salisbury covers how to implement a 401(k), 403(b), 457, SIMPLE, or SEP IRA rollover at a brokerage firm...

February 18, 2014

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...

November 18, 2013

In an article for National Education Association, CFA discusses an important topic in retirement planning... the actual plan for taking withdrawals. 

 

Whichever route you take, when you approach the retirement date, you must come up with a plan for actually enjoying all...

March 10, 2012

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.

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