Silverman + Associates

 

Divider

 

333 North Wilmot Road, Suite 340
Tucson, Arizona 85711
v: (520) 512-8832
f: (520) 512-8833

Facebook   LinkedIn   Twitter
Get the Basics on Indexed Annuities RIA vs. Broker-Dealer Sailing & Rowing Social Security: By the Numbers

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.


 

Helpful Content

Planning for the Expected

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

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

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.

 

Is an SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow