Posts Tagged ‘Barry Glassman’
Post Archive
Best 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…
Read MoreThe 5 Biggest Retirement Planning Mistakes
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…
Read MoreThe 5 Most Important Baby Boomer Retirement Problems
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…
Read MoreThe Best Way to Invest in Bonds in a Rising Interest Rate Environment
Bonds are a familiar asset class to most investors, and, at Glassman Wealth Services, they are part of our clients’ portfolios. While bond funds have done well in the past few years fueled by declining interest rates, those times may be changing. With that shift, one of the questions most frequently asked by our clients…
Read More6 Steps to Finding the Best Financial Advisor
When trying to find the best financial advisor, many people often ask their attorney or accountant for a referral. It makes sense since their clients trust their advice. But just as important, these professionals cross-pollinate with the financial advisors of many of their clients, like Glassman Wealth Services, so they get to know a variety…
Read MoreA Review of the Best Financial Advisors in the DC/MD/VA Area
One of the primary reasons that I founded Glassman Wealth Services and a core foundational principle of our firm is transparency. I’ve written about the importance of transparency in business and in life, most recently in my Forbes article, Transparency Wins! I mention this because in full transparency, there are times that we meet with…
Read More