Candace Lee, CFP®, EA

How to Save Money on Taxes in Retirement

Why You Should “Roth” During Your “Trough” Some of our clients love what they do and could see themselves working well into their 70s. Others want to retire as soon…

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Continued Curiosity: Candace Lee, CFP®, attends the AICPA ENGAGE Conference

A common trait among our advisors and team at Glassman Wealth is curiosity. We are continuously seeking out more knowledge, discovering better ways to serve our clients, and investigating the…

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What You Can Expect from Your Initial Meeting with Glassman Wealth

It’s About YOU: Let’s start with the most important thing first. When you come into a meeting, you’ll know right away that it’s about you. Expect to hear questions or…

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