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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Simple steps may help you foil hackers and protect your privacy.
A change in your mindset during retirement may drive changes to your portfolio.
Gaining a better understanding of municipal bonds makes more sense than ever.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
When should you take your Social Security benefit?
Estate conservation is too important to put off. Do you have a smart exit strategy?
It’s never a bad time to speak with your financial advisor about changes in your situation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, cracking the code on bonds.