Posts Tagged ‘Barry Glassman’
Post Archive
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 MoreBarry Glassman named FPA 2018 Planner of the Year
We are thrilled that Barry Glassman has been named the 2018 Planner of the Year by the Financial Planning Association of the National Capital Area. Two of the major criteria for this award are Community/Charitable work, and Innovative Financial planning techniques/practice management; two things that not only Barry but the entire firm here at Glassman…
Read MoreOur 2018 Review of the Best Financial Advisors in the DC/MD/VA Area
Occasionally we meet with potential clients and it’s just not the right fit. Perhaps our investment philosophies are not aligned, or they don’t meet our $2 million of investable assets minimum. Whatever the reason, Glassman Wealth isn’t right for everyone—and that’s okay! We want to make sure you find a skilled advisor who best fits…
Read MoreWhy You Should Build a Giving Portfolio – Today
This article was originally published on Forbes on January 26, 2018. Many of us spend countless hours analyzing every facet of our investment portfolios—including looking at past performance and future projections of what we hope to accomplish through our decisions to buy and sell assets. Forward-thinking parents even make the time to sit down with…
Read MoreOur 2016 Review of the Best Financial Advisors in the DC/MD/VA Area
Check out our updated 2018 list here! One of the core foundational principles of our firm is transparency, and I’ve previously written articles about how important transparency is in business and in life. (See Transparency Wins!) I mention this because in full transparency, there are times we meet with potential clients and it’s just not the right fit. Perhaps…
Read MoreBest Bond Investing Strategies for Today’s Retirees
We have been talking about interest rates with our clients at Glassman Wealth Services for years now, as historically low rates have retirees and those who rely on income from their portfolios yearning for yield. So the expectation of higher interest rates for many investors like our clients is not a bad thing since rising…
Read MoreThe Biggest and Costliest 401k Mistakes People Make and How to Avoid Them
When you first start a job and become eligible to contribute to a 401(k) or employer-sponsored retirement savings plan, you fill out a few forms, decide how much you want to have deducted from each paycheck and pick some investment options. Then each month, like clockwork, money is taken from your paycheck and put into…
Read MoreTop 5 RMD (Required Minimum Distribution) Mistakes and How to Avoid Them
When you put earned income into a tax-deferred account like an IRA or a 401(k), Uncle Sam eventually wants to collect those taxes. So starting in the year you turn 70 ½, the IRS requires that you take a Required Minimum Distribution (RMD). It’s important to know when and how much to take to avoid…
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