Clear View in the News
Clear View Press Room Featuring Steve Stanganelli, CFP®, CRPC®
11/09/10: Creating a Paycheck for Retirement: Retirement Income Planning – Part 1
11/08/10: Divorce for Seniors: The Impact on Social Security Benefits
11/08/10: Paying for College with Gifts from Grandparents:Helpful Strategies to Lend a Hand
10/14/10: Keeping Your Financial Wits When Breaking Up: 11 Critical Financial Mistakes to Avoid in Divorce
10/14/10: Convertible Bonds: Hybrid Bond Lets You Get Paid to Wait While Reducing Some Risks
03/04/10: Credit Cards,Banks and New Federal Rules – Making the Most of the Plastic in Your Pocket
03/04/10: Deflation? Inflation? Portfolio Construction and Lessons from The Three Little Pigs
12/11/2009: 2010 Real Estate Investment Outlook and Perspective
12/11/2009: Tax Gifts to Real Estate Owners
12/10/2009: Skip the Allowance and Employ Your Kid
11/23/2009: Take Control of Your Retirement – Discover the Power of Self-Directed IRAs
11/04/2009: Inflation and the Rising Tide: Protecting Your Assets from the Storm
10/07/2009: The Social Security Dilemma – When to Start Looking for Ways to Increase Lifetime Benefits
09/28/2009: Gone Phishing – Identity Theft & You
09/23/2009: Lowering Your Medical and Dependent Care Costs with Uncle Sam’s Help
09/03/2009: Beware the Siren Call: Using Equity-Indexed Annuities Handle with Care
03/23/2009: Pay for College without Busting Your Retirement Nest Egg
03/10/2009: Exchange Traded Funds – 8 Ways to Improve Your Portfolio with ETFs
03/03/2009: Divorce – First Steps to a Fresh Start
Press Mentions & Quotes:
08/20/2021: 10 Tips to Help You Pay for College This Fall – Money Magazine
02/10/2017: How to Manage a 529 Plan for Your Child’s Education – New York Times
02/01/2017: How to Pay for College Without Lots of Debt, Investopedia – NASDAQ.com
09/29/2016: Funds that can neutralize clients’ conservative tendencies – Financial Planning Magazine
07/28/2016: Consumer Reports: The Rise of the Robo-Adviser
05/31/2016: Politco: Shady Accounting Underpins Trump’s Wealth
02/03/2016: CNBC.com: The Hacking Economy – Is Your Wealth Manager a Target for a Cyberattack?
01/15/2016: Wall Street Journal: Why Wealthy Families Should Apply for College Financial Aid
12/02/2015: LifeHealthPro.com: Finding Flexibility with Retirement Income Planning Software
09/02/2015: Kent on Money Radio Show – Featured Guest Discussing College Funding and Debt
07/30/2015: LifeHealthPro.com: What (and Why) You Need to Know About Digital Estate Planning
06/16/2015: Washington Post: Donald Trump Is Probably Not Worth $9 Billion
05/2015: Kiplinger’s Retirement Report: Roth IRA or 529 for Grandkid’s College
12/14/2012: The Finance Buff Blog: How Much Should Unbiased Financial Advice Cost?
05/07/2012: BrightScope.com: How Many Mortgage Quotes Should I Get?
07/21/2009: BankRate.com, 7 Strategies for Single Parents by Steve Santiago
Press Releases: Global Press Release Updates
01/03/2018: Amesbury MA Financial Planner Earns Certified College Funding Specialist Designation
Steve Stanganelli CFP® of College Cash Pro accepted for Membership in the Association of Certified College Funding Specialists and Earns College Funding Designation
01/26/2016: Amesbury Financial Planner Stanganelli Named Accredited Estate Planner
Amesbury Fee-Only Financial Planner Steve Stanganelli, CFP ® Awarded the Accredited Estate Planner ® Designation by the National Association of Estate Planners & Councils.
01/03/2013: Essex County Financial Planner Offers New Service to Promote Personal Fiscal Fitness
Steve Stanganelli, CFP® of Clear View Wealth Advisors Announces WealthCare Tune-Up Program
Clear View Wealth Advisors Announces WealthCare Tune-Up Program to provide affordable access to CFP Professional and financial planning services to eastern Massachusetts consumers. Online tools allow ongoing support to track financial fitness.
12/20/2012: Boston Area Financial Planner and Firm Commit to Aid Coalition to Stop Gun Violence
Steve Stanganelli, CFP® of Clear View Wealth Advisors Pledges Financial Support of Non-Profit Advocacy Group, Coalition to Stop Gun Violence and the Educational Fund to Stop Gun Violence, in wake of Newtown Shootings
Steve Stanganelli, managing member of Clear View Wealth Advisors, LLC, an independent investment advisory and financial planning firm, announced today that he and his firm will dedicate their community outreach efforts to help stem gun violence and donate a portion of client planning fees and 5% of firm profits to this cause. He also called on his peers to do the same.
12/07/2012: Amesbury Financial Planner Recognized for Service to Merrimack Valley Healthcare Community
Steve Stanganelli, CFP® of Clear View Wealth Advisors Awarded Preferred Provider Status for 2nd Year
Steve Stanganelli, CFP®, principal of Clear View Wealth Advisors has been recognized as an MD Preferred affiliated preferred financial advisor serving the physicians, dentists and allied health professionals in the Burlington, Methuen, Lawrence and Lowell, MA areas for the second year in a row.
As an MD Preferred Financial Advisor, Stanganelli and his fee only financial planning firm join a select group of service providers who have qualified for this recognition based on professional credentials and real world work experience with the medical community.
10/19/2010: Paladin Registry Awards Five Star Rating to Steven Stanganelli
Jack Waymire, president of the independent adviser rating service Paladin Registry, recently announced that fee-only adviser Steven Stanganelli, CFP® Amesbury, Massachusetts was awarded a Five-Star rating based on a review of quality, experience, business practices and ethics. Waymire added that Steve Stanganelli is one of “only a small percentage of advisors” who achieve this rating.
04/13/2010: Baby Boomer Retirement Pros Offer New Free DIY Online Starter RoadMap with Dashboard and Tool Kit
The Baby Boomer financial planning specialists at Amesbury, MA-based Clear View Wealth Advisors, LLC have teamed up with an industry-leading financial education program creator to provide free online tools for consumers to use to track their financial goal progress.
05/28/2009: Five-Star Advisor Elected to Estate Planning Top Post
The Merrimack Valley Estate Planning Council, a local council affiliated with the National Association of Estate Planners and Councils, announced the election of its officers. Steve Stanganelli, CFP®, CRPC®, a board-certified financial planner and Paladin Registry rated advisor, was elected as president for the current one-year term.
05/15/2009: Stanganelli Completes Advanced Education on Self-Directed IRAs and Retirement Plans
Steve Stanganelli, a board-certified financial planning professional, recently completed an advanced education program for advising clients on using self-directed IRAs to diversify retirement savings in alternate investments, real estate and business.
04/05/2009: Your Money ABCs TV Show Features Steve Stanganelli, CFP® on Estate Planning and ID Theft
Steve Stanganelli, CFP® is featured on the upcoming North Andover Community Access Cable TV show “Your Money ABCs with Attorney Ramsey Bahrawy” seen in more than 30 communities throughout the Merrimack Valley
03/30/2009: Steve Stanganelli, CFP® Admitted to the Paladin Registry as Five-Star Advisor
Steve Stanganelli, a board-certified financial planner and retirement planning counselor, was recently notified of his 5-Star Status Renewal.