Teaching Kids About Money: Five Ways to Help your (Already Responsible) Kids
You’ve probably seen quite a few articles and news stories about teaching kids about money and how to raise financially savvy kids (or perhaps how to get your children to move out of the basement!) We recently met with a couple whose daughter is financially responsible and has left the nest. Now they want to know…Read More
Giving Back: Are Your Charity Dollars Going To Waste?
Giving back to the community is an important priority for many clients, and is a big part of what we do at Glassman Wealth. When you’re donating to a charity whether it is your local church, community center, or to a cause that could change the world like cancer research, your charitable giving can make a…Read More
Personal Finance: When To Ignore Your Financial Advisor
Lindsay Garland is a regular contributor to Forbes. This article was originally published on Forbes on January 6, 2017. There is a human element to every financial equation. In my years as a financial advisor, I’ve realized that, too often, financial advisors impose their own values on clients without taking the clients’ preferences, behaviors and emotions into…Read More
Barry Glassman Talks Culture on the Grow My Revenue Business Cast
Why is company culture so important? Simple: having engaged employees translates to a better client experience. If every member of a team enjoys coming to work, pushes each other to new accomplishments, and shares a passion for a common goal, they’ll work even harder to further a company’s mission. I recently had the pleasure of…Read More
What are those letters after my financial advisor’s name?
You’ve surely noticed the letters and initials following your advisor’s name and wondered what all those financial advisor certifications mean. With over 100 designations to choose from, you might be asking yourself why you should care if your advisor is a CFP®, CIMA®, CFA, CPA, PFS, ChFC, CLU, CPWA, EA, AIF, or anything else. To mock…Read More
What we learned from David Rubenstein
Every now and then, we get the chance to speak to a global influencer with his or her finger on the pulse of businesses and economies around the world. Barry Glassman interviewed David Rubenstein for the third time earlier this summer at an event hosted by BisNow. David is a billionaire, philanthropist, DC resident, and co-founder…Read More
How to read your credit report
Many financial websites and professionals recommend checking your credit report every year as one of the best ways to live a healthy financial life, yet no one tells you what to look for. It’s like asking for a blood test without knowing how to interpret the results. You know it’s a good idea to check, but…Read More
IRS tax scams, phishing, and how to protect yourself
You just returned from a busy day at the office, when you receive a threatening voicemail. Your caller ID says it’s the IRS, and someone filed a fake tax return on your behalf, wanting to claim your refund. They ask you to call back with your Social Security number to verify your identity before discussing…Read More