News
Just the other day, I was on the phone with one of my favorite clients. During the call, he requested a few pieces of information, particularly the tax information for…
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When we meet with prospective clients who are currently working with a financial planner or advisor, and they become clients of Glassman Wealth Services, it’s usually because of one thing:…
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The other day I was talking with a client couple who was trying to decide if they should purchase long-term care insurance (LTC). Since Glassman Wealth Services doesn’t sell insurance…
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Everyone, including financial advisors, loves to be recognized as being among the best in their business. And in the financial advisory and wealth management industry, there is no shortage of…
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It seems like every time you watch the news, you hear of another online security breach that affects millions of people. Recent breaches including Target and a few other major…
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When an older parent or loved one needs more care, it is typically a spouse, family member or close friend that needs to step in and help manage the revolving…
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Caring for an aging parent or loved one can be overwhelming especially when it comes to understanding the often confusing details about what type of care to choose, the cost…
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Ah…retirement. After years of work, it’s a time for you to relax and enjoy spending your time as you wish. Not so fast. Retirement ushers in some pretty important deadlines,…
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Barry was recently interviewed by Carmen Wong Ulrich, host of Marketplace Money about year-end tax planning tips which aired on NPR radio on December 23, 2013. Listen to Barry’s 5 Tax…
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At Glassman Wealth Services, we advise our clients on a broad range of financial issues, as well as managing their investments. We think it’s just as important because clients make…
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