Post Archive

Don’t Botch Your Tax Return

Tax Day 2022

There are few things more nerve-racking than receiving a letter from the IRS about a prior tax filing. You know the letter, stating you owe more in tax than you thought with barely any explanation as to why? In our experience at Glassman Wealth, there are a few ways to avoid this. Every spring, taxpayers…

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Are Financial Advisors Worth the Cost?

It’s now possible to invest for basically nothing. On one side of the cost spectrum are firms like Vanguard and Betterment, who are commoditizing low-cost investing. On the other side are the old-school brokers, potentially selling expensive investment and insurance products to clients. Somewhere in the middle of the cost spectrum is the comprehensive, fiduciary…

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