The Glassman Wealth Blog
6 Most Important Points to Consider Before Rolling your 401k to an IRA
Gone are the days that someone joins a company out of college, grows with the same employer throughout their career, and then retires off into the sunset with a nice pension. Now, people move from job to job more frequently, and more often than not, they will have to rely on their own retirement savings…
Read MoreYear-end Financial Planning Tips: Moves You Need to Make Before December 31
2019 is almost over and many investors are often asking us about year end financial planning tips they should take advantage of before the end of the year. 2019 in particular offers a big opportunity to look over your finances, do something that could lower your taxes, and put more money in your pocket before…
Read MoreTax Smart Charitable Gifting
New laws for 2018 tax returns resulted in only 8% of taxpayers itemizing their deductions 1. This means that the remaining 92% of Americans no longer receive any tax benefits for their charitable contributions. This article shows how to recapture lost tax deductions for charitable contributions. First, a couple of facts on tax deductions: for…
Read MoreLastPass Emergency Access: The Feature That You Didn’t Know You Needed
This article was originally published on Forbes on June 12th, 2019. As a tech-savvy individual, you know the importance of having unique passwords and not re-using the same passwords for multiple sites. And as the number of passwords you’ve memorized has continued to grow, you have read about the importance of using one of…
Read MoreEmerging Markets: A Safe Haven for Asset Allocators?
This article was originally published on Forbes on June 9th, 2019. There’s a surprising asset class that has held up a lot better than the U.S. stock market through recent market downturns. Most readers wouldn’t have guessed that I’m referring to Emerging Markets. President Trump recently tweeted about implementing tariffs on Mexican goods, and…
Read MoreBig Tech May Be Under Attack- Can They Keep Their Scale, And Use It For Good?
This article was originally published on Forbes on June 6th, 2019. Facebook’s ad business is under attack on several fronts: starting with privacy concerns which led to congressional testimony by CEO Mark Zuckerberg, and coming to a head with the Washington Post breaking the story that the Justice department is looking into some of…
Read MoreGlassman Wealth Recognized as a Best Place to Work by the Washington Business Journal
At Glassman Wealth Services not only are we passionate about enriching the lives of our clients, but through our focus on transparency and culture we hope to do the same for the members of our team. We are thrilled that this has been recognized by the Washington Business Journal, and we are honored to be…
Read MoreBarry Glassman meets with Julie Cooling of the RIA Channel
Barry recently met with Julie Cooling, Founder & CEO of the RIA Channel to discuss Glassman Wealth, and our One Client Approach. Click the picture below to watch the full interview.
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