Family
This article was originally published on Forbes on December 22, 2019. We have had the pleasure of serving multiple entrepreneurs and business owners over the years at my firm,…
Read More
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 More
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…
Read More
As 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 More
You’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 More
It’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 More
An 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 More
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…
Read More
You 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 More
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…
Read More