Barry Glassman, CFP®

Top 10 Year-End Tax Savings Tips

The holidays are the perfect time to save money. I’m not talking about Black Friday deals or December super sales. It’s the season to save on your 2014 taxes before…

Read More

The Best and Surprising Ways to Give to a Charity

As you do your holiday shopping in the next few weeks, you’ll hear a familiar ringing sound. For many, the Salvation Army’s bell is a reminder to give to others…

Read More

Best Ways to Raise Financially Smart Kids

As the father of two elementary-age boys, raising financially smart kids is a subject near and dear to me. Like many parents, at times it can feel like my wife…

Read More

Sharing Your Risk: The Best Insurance Plans to Consider Now

My last article, The Best Practices for a Healthy Financial Life: Creating Your Financial Plan, gave you the resources to get started on setting and achieving your financial goals. Whether…

Read More

The Best Practices for a Healthy Financial Life – Creating Your Financial Plan

Your training to live a healthy financial life began last week, with the Best Practices for a Healthy Financial Life: Getting Started, and just like starting a new exercise routine,…

Read More

The Best Practices for a Healthy Financial Life: Getting Started

Much like getting in shape by losing weight or working out more, living a healthy financial life is easier said than done. When it comes to understanding and feeling confident…

Read More

The Best Way to Protect Your Email From Being Hacked

Our clients often tell us that they are concerned about privacy when it comes to their email addresses and with good reason. It seems like we hear about companies being…

Read More

The Best Tax Strategies for a Windfall Year

If you have a windfall income year because you sold a business or investment, you could potentially save tens of thousand dollars in taxes. Learn how.

Read More

The Best Ways to Save for College

Helping a child or grandchild pay for college has to be in the all-time top 3 goals of my clients. In fact, one of the most frequently asked questions by…

Read More

A Review of the Best Programs for First-Time Homebuyers in VA/DC/MD

Buying a home for the first time can be both an exhilarating and scary experience. While there are many challenges to making the one’s first home purchase, the highest hurdle…

Read More