The Glassman Wealth Blog

Why is this here? These are things we've discussed with our clients that are important to them. We want to share these topics with other clients and with the world.

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5 Questions You Should Ask Yourself Before You File Your Taxes – Part 1

By Glassman Wealth Services | April 14, 2021

Should I do my own taxes or hire someone to do them for me? The answer to whether you can do something and whether you should do something may often yield different results. While many of us can file our own return, whether you should file your own taxes comes down to comfort level, complexity,…

5 Questions You Should Ask Yourself Before You File Your Taxes – Part 2

By Glassman Wealth Services | April 14, 2021

What documents do I need to get started? Whether you decide to do this on your own or decide to hire someone to help with your tax filing, you’ll need to gather important information and documents first. What you will need varies, depending on your tax situation. Here is a link that provides an overview…

Which Is Better – Traditional or Roth Retirement Accounts?

By Glassman Wealth Services | April 14, 2021

One of the most common retirement planning questions we receive from clients of all ages revolves around traditional and Roth retirement accounts. In this post, we’ll provide some of the main differences between these kinds of accounts, and some of the strategy involved with deciding which you should use. The key difference between these two…

Tax Tips for Retail Traders

By Glassman Wealth Services | April 14, 2021

I was in the middle of a late-night online gaming session in January when a squad-mate randomly asked if I knew anything about stocks. I told him I knew a thing or two. He had heard a lot of fervor about a Reddit favorite and decided to put in $10,000 on a whim and take…

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