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!
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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here's a breakdown of how the federal government spends your tax money.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
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
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn how to harness the power of compound interest for your investments.
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.