Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Always feel welcome to contact us any time, for any reason. We are here to help.
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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are common mistakes you can avoid when saving for retirement.
Retirement choices can be intimidating. Picking the right strategy.
What kind of auto insurance should you have? Do you know?
When you’re married and have children, insurance needs will be different.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
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.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
It’s never a bad time to speak with your financial professional about changes in your situation.