Tag: financial life planning

Sep
11
Financial Security: How To Retire Without Regrets
Financial Security: How To Retire Without Regrets
As a wealth manager in Nashville, I regularly meet with individuals and couples planning their retirements.  Two of the more frequently asked questions are, “Have...
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Aug
28
When to Say Goodbye: Evaluating Your Financial Advisor Relationship
When to Say Goodbye: Evaluating Your Financial Advisor Relationship
Over the years, you’ve placed your money, financial dreams, and aspirations in the hands of financial professionals.  Like any pivotal relationship, the bond with your...
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Aug
17
Five Big In-Retirement Money Mistakes—and How To Avoid Them
Five Big In-Retirement Money Mistakes—and How To Avoid Them
Chances are, planning for retirement is one of the most important steps—series of steps, really—that you’ll undertake in your life. Unfortunately, we don’t always put...
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Jul
27
It’s Time To Address the Financial Literacy Problem. Here’s How.
It’s Time To Address the Financial Literacy Problem. Here’s How.
The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels...
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Jul
20
Five Big Asset Protection Planning Mistakes—and How To Avoid Them
Five Big Asset Protection Planning Mistakes—and How To Avoid Them
If you have substantial assets, you may be a target for frivolous lawsuits. That’s why it’s so important to consider asset protection strategies that can...
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Jul
10
Can You Retire on 5 Million Dollars? Insights from an Elite Wealth Advisor
Can You Retire on 5 Million Dollars? Insights from an Elite Wealth Advisor
Mitch Silberman, Founder & CEO of Silberman Wealth Strategies, Inc. provides wealth management services in and near Nashville, TN. Here is his insight:  I’ve provided...
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Jun
30
Solo After 50: Navigating a “Gray Divorce”
Solo After 50: Navigating a “Gray Divorce”
Bill and Melinda Gates weren’t a typical couple. But they are part of an increasingly common trend: divorce among people over the age of 50. ...
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Jun
26
Elite Wealth Management: The Pros and Cons of Tax-Loss Harvesting
Elite Wealth Management: The Pros and Cons of Tax-Loss Harvesting
In the complex world of elite wealth management, financial strategies are tailored to preserve and grow assets optimally. Tax-loss harvesting is a strategy that has...
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Jun
12
How Financial Planning Can Help Maintain Family Harmony
How Financial Planning Can Help Maintain Family Harmony
It’s a well-documented fact that financial stress can strain relationships and foster disharmony within a household, emphasizing the need for a well-thought-out and documented approach...
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May
30
Can You Retire on $2 Million Comfortably?
Can You Retire on $2 Million Comfortably?
Retirement (choosing to no longer work) is a goal that many people aspire to, but not everyone is sure how much money they need to...
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