Retirement

The Biggest and Costliest 401k Mistakes People Make and How to Avoid Them

When you first start a job and become eligible to contribute to a 401(k) or employer-sponsored retirement savings plan, you fill out a few forms, decide how much you want…

Read More

Top 5 RMD (Required Minimum Distribution) Mistakes and How to Avoid Them

When you put earned income into a tax-deferred account like an IRA or a 401(k), Uncle Sam eventually wants to collect those taxes. So starting in the year you turn…

Read More

The 5 Biggest Retirement Planning Mistakes

One of the primary reasons that clients come to us at Glassman Wealth Services is they want to know if, and when, they can retire. Just the thought of retirement…

Read More

The Best Investment Strategies for Baby Boomers Today

This cartoon that I commissioned back in May of 2010 says it all – boomers and retirees have been in a yield drought for far too long. And it continues…

Read More

The 5 Most Important Baby Boomer Retirement Problems

If bigger is better, then the Baby Boomers, some 76 million strong and the largest generation in US history, can consider itself large and in charge. This generation, born from…

Read More

How Much Does a Long-Term Care Plan Cost?

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…

Read More

Elder Care: Know Your Options and Where to Get Help

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…

Read More

Elder Care: Finding the best care-giver and knowing the costs

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…

Read More

7 Critical Retirement Deadlines

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,…

Read More

Three things you need besides a will – and why you need a will too!

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…

Read More