Family
The 2017 Tax Act improved 529 plans, adding provisions that allow plan balances to be used to pay K-12 tuition. Prior to 2018, 529 funds could only be used to…
Read MoreThis 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…
Read MoreAs the summer winds down, kids are returning to school, pockets overflowing with cash earned from summer jobs/internships. Is there an opportunity for these summer jobs to begin securing your…
Read MoreYou’ve probably seen quite a few articles and news stories about teaching kids about money and how to raise financially savvy kids (or perhaps how to get your children to move…
Read MoreIt’s a shame that personal finance isn’t a part of every high school and college curriculum. Even the very basics, like 401(k)s and basic saving techniques might have managed to…
Read MoreAn important part of the culture here at Glassman Wealth Services is giving back to the communities where we live. This past Saturday our team was able to get together…
Read MoreParents 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…
Read MoreYou might also be interested in: Recipe for a Great Wealth Management Firm When a couple signs on as a new client, who is considered the client? At Glassman Wealth Services…
Read MoreFor 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…
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