Barry Glassman, CFP®
(This article has been updated as of 8/16/2018) This is one post in a series based on our “Quarterly Questions & Answers.” Each post covers one of the important topics we discuss with our…
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(This article has been updated as of 8/16/18) This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our…
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This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: How…
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This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: How…
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This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: How…
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This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: How…
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This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: Are…
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Have you checked your credit report in the past year? If not, you may want to take a look. Although credit is just one small part of your overall financial…
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Retirement income is not what you were promised! Sure, you understood that retirement wouldn’t be like it was for previous generations, who had pensions and Social Security caring for most…
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Ask a friend how much they pay their financial advisor. Often we hear the answer “I really should know this, but I’m not sure.” Why? Our industry has done a…
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