Lindsay Shetterly, CIMA®, CES™, Author at Glassman Wealth Services

Is Your Spouse Hiding Money From You?

This article was originally published on Forbes on September 22, 2017. I’ve seen quite a few clients go through divorces over the years. Some were messy and contentious, some actually…

Do You Still Need An Estate Plan If There Is No Estate Tax?

Lindsay Garland is a regular contributor to Forbes. This article was originally published on Forbes on March 23, 2017. One of the pieces of Donald Trump’s campaign platform that attracted a lot…

Personal Finance: When To Ignore Your Financial Advisor

Lindsay Garland is a regular contributor to Forbes. This article was originally published on Forbes on January 6, 2017. There is a human element to every financial equation. In my years as…

Five Of The Biggest Investment Mistakes To Avoid

Lindsay Shetterly, CIMA®, CES™ has been a contributor to the Forbes Finance Council. This article was originally published on Forbes on December 5, 2016. We’re all wired to think we’re making…

How to Teach Kids About Money and Set Them Up for Financial Success

Parents want the best for their children. They want them to excel in school and get into a good college. They want them to be passionate about a sport or…

When to Adopt an Adult as an Estate Planning Strategy

For many, the idea of legally adopting another adult sounds like an odd concept. Under what circumstances could something like that actually make sense? In reality, there are a variety…

Estate Planning Basics: How to Prepare When Meeting with an Estate Planner

One of the most important, and most dreaded, steps in getting your financial house in order is establishing an estate plan and understanding estate planning basics. It’s common to want…