Silverman + Associates is a Tucson-based company focusing on helping senior adults grow and more importantly protect their assets. As a fully independent financial services firm, we are not restricted to any investment product or company, and work exclusively for the benefit of our clients. In fact, we serve in a fiduciary capacity to act in each of our client’s best interests. We care deeply about helping our clients achieve their goals and objectives, and strive to provide them with the highest-quality service.
Because it’s not what you make, it’s ultimately what you keep!
Are you concerned that you may be taking more risk with your portfolio than you are truly comfortable with? Or worse yet, maybe you don't even know how much risk you are really taking. If you would like to find out, please click the button below.
The President & Founder of Silverman + Associates, Mark Silverman, CFP®, can now be heard this and every Sunday at 3PM on KNST AM 790 on the Financial Safari show.
Your Personal Financial Help Center, Special Retirement Edition
by Bruce Sankin
This book will tell you:
- How to choose the right annuity for your retirement.
- How to maximize your Social Security benefits.
- What to look for in Life Insurance and Long-Term-Care Insurance.
- Elder Care Law to help protect your hard-earned money in case of illness.
- How your answers on the 'Client Account Form' can either help you or hurt you.
Please click on the picture of the book above to get your FREE financial & retirement planning eBook! There is no obligation or purchase necessary to receive your FREE eBook.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
A letter of instructions provides additional and more personal information regarding your estate.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
It's important to understand how inflation is reported and how it can affect investments.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Tax preparation may be the perfect time to give the household budget a check-up.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Are you ready for retirement? Here are five words you should consider.
Recent changes in estate tax laws could affect the strategy you have in place.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
With alternative investments, it’s critical to sort through the complexity.