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Articles from Barry Glassman | Selfgrowth.com
- The Fiduciary Rule and Why Donald Trump May Change How You Receive Retirement Advice - by Submitted on Feb 10, 2017 from Barry GlassmanLast year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary” starting April 2017. Recently the fiduciary rule has made headlines yet again, this time due to ...
Views: 1358 - Be very careful with the latest ‘niche’ investments - by Submitted on Jan 31, 2017 from Barry GlassmanMuch like niche restaurants that come and go, niche investments come into and out of favor, as well. Just as everyone had to be the first to try out that new donut or cupcake shop on the corner, the new craze to hit the investment world is the narrowly-focused exchange-traded fund. ETFs ...
Views: 1937 - Year-end Financial Planning Tips: Moves You Need to Make Before December 30 - by Submitted on Jan 24, 2017 from Barry Glassman2016 is almost over and many investors are often asking us about year end financial planning tips they should take advantage of before the end of the year. 2016 in particular offers a big opportunity to look over your finances, do something that could lower your taxes, and put more ...
Views: 1731 - Top 12 Bite-sized Financial Planning Tips - by Submitted on Jan 06, 2017 from Barry GlassmanIf you’re like me, it’s easy to make your New Year's resolutions but hard to keep them. You may start off strong and have good intentions, but the demands of everyday life get in the way, or the goal becomes overwhelming. This is true for getting your financial house in order too. While we ...
Views: 2529 - The Secret Graph Your Financial Advisor Isn't Showing You - by Submitted on Dec 13, 2016 from Barry GlassmanAs the old saying goes, a picture is worth a thousand words. But that actually might depend on the picture. For instance, if you were to take a snapshot of your financial portfolio, what would it look like? Most financial advisors provide their clients with a pie chart, which assigns a color ...
Views: 1448 - Tax Planning: The Best Investment To Make Before the End of the Year - by Submitted on Dec 13, 2016 from Barry GlassmanOne of the best financial investments you can make before the end of the year is to spend a little bit of time and money to meet with your accountant and start planning your taxes. Don’t wait until March when your CPA is slammed with number-crunching and tax preparation. And, it’s about time ...
Views: 1442 - Washington’s Top 5 Money Missteps: Are You Guilty? - by Submitted on Dec 13, 2016 from Barry GlassmanFinancial implosions make headlines. It’s also news when rich and famous people like Jack Kent Cooke make huge, public estate planning mistakes. Yet the average person is just as prone to making painful financial errors time and time again, even if their mistakes never go viral on social media. ...
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