The Glassman Wealth Blog

Supercharge Gifts To Kids With Roth IRAs

Teaching Kids About Money and Financial Education

As the summer winds down, kids are returning to school, pockets overflowing with cash earned from summer jobs/internships.  Is there an opportunity for these summer jobs to begin securing your child’s or grandchildren financial future?  You bet there is, and it has arrived gift wrapped within the tax code in the form of a Roth…

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Variable Annuities: How to Get Out of a Bad Annuity

In my recent article, I discussed some of the common drawbacks of variable annuities.  The hefty fees, misleading guarantees, and tax treatment can put investors in an uncomfortable spot. But what do you do if you own a variable annuity and have buyer’s remorse?  There are a few options to get out of a bad…

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Variable Annuities: 3 Reasons Your Annuity Is A Bad Deal

Variable annuities are one financial product we rarely see clients purchase on their own.  The initial purchase is almost always done at the urging of a broker who earned a commission on the sale, with promises of guaranteed returns and protection from market risk.  Unfortunately, those returns and protection may end up benefiting the insurer…

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Biggest Mistakes When Buying a Vacation Home

It’s your favorite time of year to travel to fun, fantastic retreats with family and friends.  You have the best times and create wonderful memories at____________(you fill in the blank) seaside, lakefront or ski resort.  You’re certain that these beautiful times can be repeated regularly and forever if you spend more time at that cherished…

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Glassman Wealth Wins Best Place to Work Trifecta

One of the things that we are most proud of at Glassman Wealth is the way we are able to enrich peoples’ lives. And not just the lives of our clients, but our employees as well. So although it was a huge honor, it came as no surprise when we were named one of the…

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