If you don't have a plan you need to call Silverman.
Silverman + Associates is a Tucson-based company focusing on helping senior adults grow and more importantly protect their assets. As a fully independent financial planning and advisory 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.
We work primarily with affluent retirees and professionals who are within 10 years of retirement. Our clients amongst other things, want to be assured that they will be able to achieve their retirement goals. We have developed and refined our process that puts all of the pieces of their financial puzzle together, as their lives unfold and their needs evolve.
Because Making Smarter Choices About Your Money Impacts The Quality Of Your Life.
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 Managing Member & Founder of Silverman + Associates, Mark Silverman, CFP®, can now be heard this and every Saturday at 9AM on KVOI AM 1030 and Saturday at 11AM on KNST AM 790 on the $aving With $ilverman radio show.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
For many, retirement includes contributing their time and talents to an organization in need.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are hundreds of ETFs available. Should you invest in them?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.