Glassman Wealth Services
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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So, you want to save for retirement? Making annual contributions to retirement accounts is one of the most effective ways of saving for life after your career. These accounts are…
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Barry recently met with Julie Cooling, Founder & CEO of the RIA Channel to discuss Glassman Wealth, and our One Client Approach. Click the picture below to watch the full…
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Wondering what on earth is going on with the economy, market, and taxes? Barry Glassman was interviewed by Jonathan Aberman on “What’s Working in Washington”, discussing Personal Finance and tax…
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You’ve been working with a broker for years, and built up a great relationship, and one day they announce that they’ve left their firm in pursuit of greener pastures. So…
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When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors…
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We are thrilled that Barry Glassman has been named the 2018 Planner of the Year by the Financial Planning Association of the National Capital Area. Two of the major criteria…
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Oftentimes the biggest obstacle between an individual and their success isn’t an outside factor or influence. The overwhelming scope of a goal can make many people hesitate, and that self-doubt…
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We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are…
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