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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
View all articles 
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
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
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.