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.
Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps me ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.
The President & Founder of Silverman + Associates, Mark Silverman, CFP®, can now be heard this and every Saturday at 9AM on KVOI AM 1030 and Saturday at 3PM on KNST AM 790 and Sunday at 4PM on KQTH FM 104.1 on the Financial Symphony 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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Learn when it may not make sense to file a claim on your home insurance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It’s never a bad time to speak with your financial advisor about changes in your situation.