Post Archive

7 Critical Retirement Deadlines

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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Top Resources for Seniors

As seniors approach retirement they will need to make important decisions about when and how to collect their Social Security benefits. At 70 ½, they will have to take a Required Minimum Distribution (RMD) from their tax-deferred accounts, like IRAs or 401(k)s. Missing deadlines can carry hefty penalties and making the wrong choice can potentially…

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4 Ways Retirees Can Beat The Yield Drought

Barry Glassman spoke with Sharon Epperson on CNBC’s Power Lunch about strategies to overcome the Yield Drought, a phrase he coined for today’s low-yield environment.  In the interview, Barry points out 4 things retirees and investors can do now to potentially improve their investment income.  Click here to see the interview. Our research paper,  “The Yield…

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7 Ways to Tweak Your Retirement Plan for 2012

Jessica Ness, Client Advisor and Director of Financial Planning for Glassman Wealth Services recently shared her retirement planning tips with Mark Miller, retirement columnist for Reuters. “Rebalancing puts an automatic buy-low and sell-high methodology to work because you trim asset classes that have grown in size and you contribute to asset classes that have shrunk.”…

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