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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Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Surprises
Making the most of surprises is a great reason to work with us.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate