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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Cybersecurity: The Do’s and Don’t’s of Working Online

By Colin Gerrety, CIMA® | September 18, 2017

A client recently approached us after being hacked.  Her personal information was accessed through a corporate data breach, and someone logged into her bank account and requested $19,000 to be sent to a third party. This type of attack can happen to any of us.  While it’s impossible to guard against every type of cyber…

Variable Annuities: How to Get Out of a Bad Annuity

By Colin Gerrety, CIMA® | August 23, 2017

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…

Three Reasons Your Financial Advisor Should Be Reviewing Your Tax Return

By Travis Russell, CFP® | August 7, 2017

One of the first questions we tend to ask new clients is whether their former financial advisor ever requested a copy of their tax return. And the answer we usually get in response? No. After all, why would your financial advisor need to know anything about your taxes? At Glassman Wealth, we understand that your…

Variable Annuities: 3 Reasons Your Annuity Is A Bad Deal

By Colin Gerrety, CIMA® | August 1, 2017

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…