A Roadmap for Insurance Claims after a Natural Disaster
CFP Board Ambassador offers tips for financial recovery for those affected by Harvey, Irma Livonia, Mich., September. 18, 2017 – After...
top of page
Jul 23, 2021
How to Avoid 'Game of Thrones' Insurance Schemes
The following was originally published June 29, 2015 at NerdWallet by Robert Schmansky, CFP® In a recent episode of the HBO fantasy...
Jul 23, 2021
Health Savings Accounts – An Underused Retirement Resource
According to a 2013 study of employee retirement savings, healthcare concerns are driving many to cut retirement contributions, while...
Jul 23, 2021
Do Not Buy Insurance from Your Investment Advisor
Insurance is a critical part of any financial plan. While it may seem like a good idea to buy your insurance products from the advisor...
Jul 23, 2021
Check Your Umbrella for April Showers
It’s the time of year we need to make sure we’re covered for unexpected rainfall before we head outdoors. That means packing an umbrella...
bottom of page