June 27, 2018

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April 1, 2018

With the start of a new season, CFP Board Ambassador shares tips on tidying up your financial life.

LIVONIA, March 31, 2018 --There’s no better way to celebrate the end of tax season and the beginning of warmer weather than Spring cleaning your finances, according to CF...

December 6, 2017

CFP Board Ambassador outlines some popular deductions that could disappear,

and how to make the most of them while they still exist

Livonia, Mich., Dec. 6, 2017 – As Americans begin their year-end financial planning, says CFP Board Ambassador Robert Schmansky, CFP®, the...

March 27, 2017

CFP Board Ambassador offers advice for reducing your tax bill

Livonia, Mich., March 26, 2017 – As tax day quickly approaches, Americans are compiling their W-2s, 1099s and charitable contribution receipts. Though many may be looking forward to receiving a refund, others...

March 24, 2016

CFP Board Ambassador Shares Tips to Help Simplify Your Finances This Season

Washington, D.C., March 24, 2016 (PDF) – The sun is shining and birds are chirping, which can only mean one thing – spring is finally here. While many people start to spend more time outdoors, f...

December 28, 2014

The following article was originally published at Forbes on 12/22/14. 


By Robert Schmansky, CFP®


A rule of thumb that savers are often advised to adhere to is that it is important to maximize contributions to workplace retirement planbefore considering investing elsewh...

November 9, 2014

2015 Tax Limits

401(k) / 403(b) / 457 / TSP limits increased from $17,500 to $18,000, and catch-up contributions for those 50 and over will increase from $5,500 to $6,000


No increase in IRA contribution limits ($5,500 and $1,000 catch-up contribution for 50 and over)



December 3, 2013

One of the most important aspects of retirement planning that often goes ignored is the structure of investment accounts. Investors are often so focused on saving and maintaining account balances that tax opportunities for changing the nature of the accounts they hold...

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July 17, 2019

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