Barry Glassman, CFP®

Best Bond Investing Strategies for Today’s Retirees

We have been talking about interest rates with our clients at Glassman Wealth Services for years now, as historically low rates have retirees and those who rely on income from…

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Open letter to the “Babes of News”

To all of my new friends who are known as the Newsbabes: I want to commend and congratulate all of you for such an amazing event last evening! The attendance…

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The Biggest and Costliest 401k Mistakes People Make and How to Avoid Them

When you first start a job and become eligible to contribute to a 401(k) or employer-sponsored retirement savings plan, you fill out a few forms, decide how much you want…

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Top 5 RMD (Required Minimum Distribution) Mistakes and How to Avoid Them

When you put earned income into a tax-deferred account like an IRA or a 401(k), Uncle Sam eventually wants to collect those taxes. So starting in the year you turn…

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The 5 Biggest Retirement Planning Mistakes

One of the primary reasons that clients come to us at Glassman Wealth Services is they want to know if, and when, they can retire. Just the thought of retirement…

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The Best Financial Advice for Small Business Owners Now

More than a few of our clients at Glassman Wealth Services are small business owners and entrepreneurs, so I’m often asked to give advice on ways to improve their businesses…

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The Best Investment Strategies for Baby Boomers Today

This cartoon that I commissioned back in May of 2010 says it all – boomers and retirees have been in a yield drought for far too long. And it continues…

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The 5 Most Important Baby Boomer Retirement Problems

If bigger is better, then the Baby Boomers, some 76 million strong and the largest generation in US history, can consider itself large and in charge. This generation, born from…

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The Best Way to Invest in Bonds in a Rising Interest Rate Environment

Bonds are a familiar asset class to most investors, and, at Glassman Wealth Services, they are part of our clients’ portfolios. While bond funds have done well in the past…

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Millennials and Money: The 5 Best Ways to Cut Debt and Save More

It shouldn’t come as a surprise to learn that today’s young people have been forced to deal with more than a few hurdles when it comes to building their own…

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