
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

Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.

Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.

Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
View all articles 
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
View all calculators 
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement 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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations 
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Saving for College 101
Here’s a crash course on saving for college.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?