Glassman Wealth Services
They are known by many names: financial advisor, financial planner, wealth manager, retirement planner, and so on. Virtually everyone seems to be using the same, confusing terminology. So how can…
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At Glassman Wealth, we can do everything right helping our clients save and invest, but if a scammer comes along and takes their money? It’s all for naught. We’ve had…
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In a time with so much advancement in technology and changes in the way we live, now is the perfect time to hear a futurist’s perspective on what our lives…
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Whether you are newly dating, just starting to get serious with someone, or about to get married, it’s never too early to start having conversations about finances. Understanding how your…
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Purchasing your first home can feel as daunting as it is exciting – it’s likely the largest investment you’ll have made, and there are a lot of things to think…
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Companies have found a clever way to both supplement employee compensation and encourage productivity/loyalty: the use of stock options. In a broad sense, stock options are a valuable way that…
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Should I do my own taxes or hire someone to do them for me? The answer to whether you can do something and whether you should do something may often…
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What documents do I need to get started? Whether you decide to do this on your own or decide to hire someone to help with your tax filing, you’ll need…
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One of the most common retirement planning questions we receive from clients of all ages revolves around traditional and Roth retirement accounts. In this post, we’ll provide some of the…
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Investing today can be a frightening concept. Young professionals are finding themselves thrust into a world of finance, yet unprepared to make the decisions that are right for them. While…
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