Tax-Related Identity Theft – What Is It and What to Do About It

What Is It? Tax-related identity theft occurs when someone uses your personal information such as your Social Security number to file early in the tax season in the hopes of receiving a fraudulent refund. Often times, you will be unaware this has occurred until you file your tax return. The IRS will alert you of […]

Glassman Wealth welcomes new Director of First Impressions

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As Glassman Wealth’s first Director of First Impressions, Allison Chittenden is making lasting impressions of her own. There is something about her cheerful smile and friendly attitude that makes everyone she encounters feel welcome and special. She has a passion for taking care of others and this quality is apparent in everything she does for […]

Twitter for Seniors


Twitter is not just for the young. This article explains the many ways that seniors can use Twitter to keep up-to-date on…

How To Get More Impact Out Of Schwab Impact

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Every year, Schwab puts together and hosts Impact – the Super Bowl of conferences for financial advisors. For four days, they transform a city and its convention center into a star-studded hub of knowledge, resources, advice, access and entertainment. So, now that you’ve paid for your flight, hotel and registration fee (not an insignificant sum), […]

Traditional Medicare vs Medicare Advantage Plans: Which is Best?

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As our clients approach age 65, the conversation always seems to turn to Medicare. If they don’t bring it up, I do because this government healthcare program can be confusing, leaving many with a fear of not having the information necessary to make an educated decision. When applying for Medicare benefits, there is a decision […]

4 Reasons You Should Consider a Revocable Trust


A revocable trust is considered a more effective estate planning tool than just a Last Will and Testament for several reasons. Here’s why you should consider putting one in place.