Post Archive

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…

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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…

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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…

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Ah…retirement. After years of work, it’s a time for you to relax and enjoy spending your time as you wish. Not so fast. Retirement ushers in some pretty important deadlines, some that carry penalties if you’re not paying attention. To keep you on track, here are 7 critical retirement deadlines you need to know. (View…

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