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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
When to start? Should I continue to work? How can I maximize my benefit?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Around the country, attitudes about retirement are shifting.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Taking your Social Security benefits at the right time may help maximize your benefit.