Advisors Magazine - January 2018
From Child Actor to Financial Advisor
Mitch Silberman is one of those rare individuals who made a lot of money before hitting puberty. He was a child actor, working all the time in TV and movies and doing voiceovers. When he was older, he used that money to pay for college, travel, and buy used cars. Then the money was gone...
Dramatically Different, Intensely Personal
We look at financial services through a different lens. We know that a one-size-fits-all philosophy doesn’t work for our clients. At Silberman Wealth Strategies, we work with a select group of individuals and families as we devote the time to truly serve each of our client’s individual financial situations. We help solve the challenges that wealth creates. Learn more about our Personal CFO Services.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When to start? Should I continue to work? How can I maximize my benefit?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A letter of instruction provides additional and more personal information regarding your estate.
Learn when it may not make sense to file a claim on your home insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations? Here are three tips.
Learn how to harness the power of compound interest for your investments.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
There are three things to consider before dipping into retirement savings to pay for college.