Individuals & Businesses
Whether your focus is on Accumulation, Protection or Distribution of your assets, at Silverman Wealth and Income Strategies, we can help you in preparing for your financial future.
Learn More
Risk Management
What are you looking forward to, “Not running out of money … or fun in retirement?”
Learn More
Investment Strategies
“You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your accounts.”
Learn MoreHelpful Content
U.S. Personal Savings Rate
What can be learned from the savings rate?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Building Your Legacy
A four-step framework for building a personal legacy.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
View all articles 
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Rightsizing for Retirement
What does your home really cost?