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TEL. 781-876-4140

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

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Financial Hacks for Millennials: Values-Based Investing

Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

The Importance of Business Valuation

You know your company inside and out. But do you know how much it’s actually worth on the open market?

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Financial Hacks for Millennials: Starting a Business

The major challenge “millenipreneurs" face is cash flow issues. Here are tips that can help position themselves for success.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

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

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.

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The Why, What and How of Life Insurance

The Why, What and How of Life Insurance

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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.

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