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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Learn how to harness the power of compound interest for your investments.
Recent changes in estate tax laws could affect the strategy you have in place.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like the junk in a junk drawer.