Candace Lee, CFP®, EA
If you give to charities and care about making the most of the tax deductions, chances are you’ve come across the idea of using a donor-advised fund (DAF) in your…
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Why You Should “Roth” During Your “Trough” Some of our clients love what they do and could see themselves working well into their 70s. Others want to retire as soon…
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A common trait among our advisors and team at Glassman Wealth is curiosity. We are continuously seeking out more knowledge, discovering better ways to serve our clients, and investigating the…
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It’s About YOU: Let’s start with the most important thing first. When you come into a meeting, you’ll know right away that it’s about you. Expect to hear questions or…
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