Posts by Barry Glassman, CFP®

Post Archive

Five Reasons You’re Not Maximizing Your Rewards Program

This article was originally published on Forbes on February 20, 2018.   You’ve heard about bitcoin and cryptocurrency, but have you forgotten your own alternative currency? You’ve likely been accumulating credit card points or miles, but are you cashing out these points for less than they’re worth? Collecting points on a credit card has never been easier.…

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Why You Should Build a Giving Portfolio – Today

This article was originally published on Forbes on January 26, 2018.   Many of us spend countless hours analyzing every facet of our investment portfolios—including looking at past performance and future projections of what we hope to accomplish through our decisions to buy and sell assets. Forward-thinking parents even make the time to sit down with…

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I Do Dumb Things When I Travel (And So Do You)

I love to travel. And I love to experience new and exciting things while traveling. The problem? I do dumb and sometimes dangerous things—and so do you. Do you jump out of planes often? Bungie jump? Go white water rafting? Do these tend to fit into your normal weekend schedule, right after picking up groceries…

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The Fiduciary Rule and Why Donald Trump May Change How You Receive Retirement Advice

Department of Labor Fiduciary Rule on CNBC featuring Barry Glassman

Last year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary” starting April 2017.  Recently the fiduciary rule has made headlines yet again, this time due to Donald Trump’s executive order calling for an investigation into…

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