Silverman + Associates

 

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333 North Wilmot Road | Suite 340 | Tucson, AZ 85711
Tel: 520.512.8832 | Fax: 520.512.8833
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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.


 

Helpful Content

Your Emergency Fund: How Much Is Enough?

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

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Insuring Your Business With a Buy/Sell Agreement

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.

 

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Countdown to College

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

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Social Security Taxes

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

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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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Ready for Retirement?

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

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Other Sure Thing

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.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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