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 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.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Term insurance is the simplest form of life insurance. Here's how it works.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
Recent changes in estate tax laws could affect the strategy you have in place.
Here are five facts about Social Security that might surprise you.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Do you have causes that you want to support with donations? Here are three tips.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”