Post Archive

Traditional IRA vs. Roth IRA: Which is Best for You?

Saving for retirement shouldn’t be complicated, but with so many retirement savings options, from 401ks to IRAs and more, knowing the best way to save can be confusing. How much you make, whether you’re self-employed or have a company-sponsored retirement plan are just some of the criteria that will determine what solution is best for…

Read More

The 5 Biggest Retirement Planning Mistakes

One of the primary reasons that clients come to us at Glassman Wealth Services is they want to know if, and when, they can retire. Just the thought of retirement can cause anxiety and many feel overwhelmed and unprepared. In fact, one of the biggest dilemmas for those approaching retirement is balancing the life they…

Read More

The 5 Most Important Baby Boomer Retirement Problems

If bigger is better, then the Baby Boomers, some 76 million strong and the largest generation in US history, can consider itself large and in charge. This generation, born from 1946 to 1964, has wielded their influence on just about every aspect of American life and they continue to do so. They have more discretionary…

Read More

How Much Does a Long-Term Care Plan Cost?

The other day I was talking with a client couple who was trying to decide if they should purchase long-term care insurance (LTC). Since Glassman Wealth Services doesn’t sell insurance or make a commission on our insurance recommendations, our role is to educate clients about their options prior to engaging an insurance professional. We talked…

Read More