Barry Glassman, CFP®

Four Ways The SECURE Act Impacts Your Retirement Planning Now

This article was originally published on Forbes on January 23, 2020.   Retirement and wealth planning have become more dynamic in recent years as Congress amends the rules on a…

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6 Most Important Points to Consider Before Rolling your 401k to an IRA

Gone are the days that someone joins a company out of college, grows with the same employer throughout their career, and then retires off into the sunset with a nice…

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10 Common Mistakes to Avoid When Exiting Your Business

This article was originally published on Forbes on December 22, 2019.   We have had the pleasure of serving multiple entrepreneurs and business owners over the years at my firm,…

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Year-end Financial Planning Tips: Moves You Need to Make Before December 31

2019 is almost over and many investors are often asking us about year end financial planning tips they should take advantage of before the end of the year. 2019 in…

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Dimensional Funds Says That This Investment Allocation Change Is No Biggie

This article was originally published on Forbes on December 10, 2019.   Like many investment managers who look to diversify clients’ stock holdings, Glassman Wealth Services has an allocation to…

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LastPass Emergency Access: The Feature That You Didn’t Know You Needed

This article was originally published on Forbes on June 12th, 2019.   As a tech-savvy individual, you know the importance of having unique passwords and not re-using the same passwords…

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Emerging Markets: A Safe Haven for Asset Allocators?

This article was originally published on Forbes on June 9th, 2019.   There’s a surprising asset class that has held up a lot better than the U.S. stock market through…

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Big Tech May Be Under Attack- Can They Keep Their Scale, And Use It For Good?

This article was originally published on Forbes on June 6th, 2019.   Facebook’s ad business is under attack on several fronts: starting with privacy concerns which led to congressional testimony…

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How To Avoid One Of The Most Common Estate Planning Mistakes

This article was originally published on Forbes on September 9th, 2018.   There’s a mistake families at every level of wealth often make when they go through their estate planning process,…

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Stop Giving Free Loans: Why You Need To Review Your W-4

This article was originally published on Forbes on June 17th, 2018.   If you receive an employee paycheck from your company—physical or direct deposit—you might be wondering how your company magically…

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