Top 10 Year-End Tax Savings Tips

The holidays are the perfect time to save money. I’m not talking about Black Friday deals or December super sales. It’s the season to save on your 2014 taxes before we ring in the New Year. Here’s the top 10 ways you can save on your taxes: #10. Offset gains with losses: You may have […]

Christine Damico Joins Glassman Wealth


What does a pioneering financial planning residency, a passion for helping others and leopards have in common? The answer is Christine Damico. Christine is an Associate Client Advisor and the newest member of the Glassman Wealth team. She came to us after completing a four-year financial planning residency program – the first of its kind […]

The Best and Surprising Ways to Give to a Charity


As you do your holiday shopping in the next few weeks, you’ll hear a familiar ringing sound. For many, the Salvation Army’s bell is a reminder to give to others in need, especially during the holidays. For me, the bell’s iconic toll makes me reflect on the impact I have had on the causes I […]

Best Ways to Raise Financially Smart Kids

As the father of two elementary-age boys, raising financially smart kids is a subject near and dear to me. Like many parents, at times it can feel like my wife and I are waging war against the constant barrage of ‘stuff,’ like the latest Xbox, iPhone or athletic shoes that our boys tell us they […]

Best Investing Advice for Millennials: Invest Young and Early

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In a recent appearance on CNBC’s Street Signs, Barry Glassman told host Brian Sullivan that millennials have a huge advantage over their parents and grandparents when it comes to managing their money. Technology brings money management tools like to their mobile devises making it easier to track spending, set goals, maintain a budget and […]

Tax-Smart Ways to Give to a Charity

As the holidays approach, thoughts about giving turn to action for many of us. Before writing a check to your favorite charity, consider the tax advantages of gifting appreciated assets, like stock, instead. The soaring U.S. stock market of the past few years has been great for portfolios; however, taxes will need to be paid […]

Sharing Your Risk: The Best Insurance Plans to Consider Now

My last article, The Best Practices for a Healthy Financial Life: Creating Your Financial Plan, gave you the resources to get started on setting and achieving your financial goals. Whether saving for retirement or buying a new home, those goals can be quickly derailed if life throws you a curve ball. That’s why having the […]

The Best Practices for a Healthy Financial Life – Creating Your Financial Plan

Your training to live a healthy financial life began last week, with the Best Practices for a Healthy Financial Life: Getting Started, and just like starting a new exercise routine, you may be coming to the realization that your budget is more out of shape than you thought. It may be painful, at first, to […]