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Our Team Approach Dedicated to your Success No one strategy fits everyone – A Unique Approach

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.

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Risk Management

What are you looking forward to, “Not running out of money … or fun in retirement?”

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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.”

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Helpful Content

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

 

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Business Cycle

How will you weather the ups and downs of the business cycle?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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