Family
Post Archive
Your Financial Advisor Should Work With Your Family
You might also be interested in: Recipe for a Great Wealth Management Firm When a couple signs on as a new client, who is considered the client? At Glassman Wealth Services we have the philosophy that the parents and children of our clients are also our clients. Working with the entire family makes financial sense for…
Read MoreWhen to Adopt an Adult as an Estate Planning Strategy
For many, the idea of legally adopting another adult sounds like an odd concept. Under what circumstances could something like that actually make sense? In reality, there are a variety of scenarios where one might consider adult adoption. Some cases include if you want to formalize a family relationship or care for someone of diminished…
Read MoreTwitter 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…
Read MoreThe 4 Best Financial Gifts to Give a College Graduate (Besides Money)
Want to give your grad valuable financial advice that will last a lifetime? This article is full of resources to help them learn to invest, save, and create wealth.
Read MoreBest 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…
Read MoreBest Investing Advice for Millennials: Invest Young and Early
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 Mint.com to their mobile devises making it easier to track spending, set goals, maintain a budget and…
Read MoreThe Best Ways to Save for College
Helping a child or grandchild pay for college has to be in the all-time top 3 goals of my clients. In fact, one of the most frequently asked questions by my clients at Glassman Wealth Services is, “What are the best ways to save for college?” Despite escalating costs, and all the recent debate as…
Read MoreThe Best 529 College Savings Plans: Reviews and Ratings
In my previous article, What is the Best Way to Calculate College Costs?, I shared 4 steps to help you build a college fund for your child or grandchild. In it, I also touched on the types of college savings plans, called 529 Plans that are available. At our firm, Glassman Wealth Services, our clients…
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