Tax

Four Ways The SECURE Act Impacts Your Retirement Planning Now

This article was originally published on Forbes on January 23, 2020.   Retirement and wealth planning have become more dynamic in recent years as Congress amends the rules on a…

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Year-end Financial Planning Tips: Moves You Need to Make Before December 31

2019 is almost over and many investors are often asking us about year end financial planning tips they should take advantage of before the end of the year. 2019 in…

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Tax Smart Charitable Gifting

New laws for 2018 tax returns resulted in only 8% of taxpayers itemizing their deductions 1. This means that the remaining 92% of Americans no longer receive any tax benefits…

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Asset Allocation Versus Asset Location?

When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors…

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How To Avoid One Of The Most Common Estate Planning Mistakes

This article was originally published on Forbes on September 9th, 2018.   There’s a mistake families at every level of wealth often make when they go through their estate planning process,…

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Three Reasons Your Financial Advisor Should Be Reviewing Your Tax Return

This article was originally published on August 7th, 2017, and updated due to recent changes in the tax code as of July 18th, 2018. One of the first questions we tend…

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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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Stop Giving Free Loans: Why You Need To Review Your W-4

This article was originally published on Forbes on June 17th, 2018.   If you receive an employee paycheck from your company—physical or direct deposit—you might be wondering how your company magically…

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Investing Under The New Tax Law: These Haven’t Changed, but Don’t Forget Them!

The biggest tax act in over 30 years was signed into law last December, and people are obviously focusing on the big changes to tax rates, deductions, and tax exemptions.…

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Investing under the new tax law: The details you might have missed

The biggest tax act in over 30 years was signed into law last December, and people are obviously focusing on the big changes to tax rates, deductions, and tax exemptions.…

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