Posts by Barry Glassman, CFP®
Post Archive
6 Most Important Points to Consider Before Rolling your 401k to an IRA
Gone are the days that someone joins a company out of college, grows with the same employer throughout their career, and then retires off into the sunset with a nice pension. Now, people move from job to job more frequently, and more often than not, they will have to rely on their own retirement savings…
Read MoreYear-end Financial Planning Tips: Moves You Need to Make Before December 31
2019 is almost over and many investors are often asking us about year end financial planning tips they should take advantage of before the end of the year. 2019 in particular offers a big opportunity to look over your finances, do something that could lower your taxes, and put more money in your pocket before…
Read MoreLastPass Emergency Access: The Feature That You Didn’t Know You Needed
This article was originally published on Forbes on June 12th, 2019. As a tech-savvy individual, you know the importance of having unique passwords and not re-using the same passwords for multiple sites. And as the number of passwords you’ve memorized has continued to grow, you have read about the importance of using one of…
Read MoreEmerging Markets: A Safe Haven for Asset Allocators?
This article was originally published on Forbes on June 9th, 2019. There’s a surprising asset class that has held up a lot better than the U.S. stock market through recent market downturns. Most readers wouldn’t have guessed that I’m referring to Emerging Markets. President Trump recently tweeted about implementing tariffs on Mexican goods, and…
Read MoreBig Tech May Be Under Attack- Can They Keep Their Scale, And Use It For Good?
This article was originally published on Forbes on June 6th, 2019. Facebook’s ad business is under attack on several fronts: starting with privacy concerns which led to congressional testimony by CEO Mark Zuckerberg, and coming to a head with the Washington Post breaking the story that the Justice department is looking into some of…
Read MoreHow To Avoid One Of The Most Common Estate Planning Mistakes
This article was originally published on Forbes on September 9th, 2018. There’s a mistake families at every level of wealth often make when they go through their estate planning process, and decide how to allocate money to their heirs and to charity. An extremely common practice is to list charities as part of a will,…
Read MoreStop Giving Free Loans: Why You Need To Review Your W-4
This article was originally published on Forbes on June 17th, 2018. If you receive an employee paycheck from your company—physical or direct deposit—you might be wondering how your company magically knows how much tax to withhold. Here’s a secret—they are guessing (estimating, really), and you might need to double check to make sure they’re right.…
Read MoreStop Sabotaging Your Portfolio
This article was originally published on Forbes on June 5th, 2018. When it comes to their portfolio, investors might just be their own worst enemy. Of course they’re not intentionally sabotaging their success, but the evidence shows it’s still happening. In 2017, the stock markets seemed indestructible, and many investors felt that way as money…
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