Compound Interest

Compound Interest: The Proven Investment Strategy [VIDEO]

Glass Jacobson Wealth Advisors Investing, 401k, Retirement Plans, Personal Finance Leave a Comment

This video on compound interest was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful! *Return information sourced from vanguard.com. The estimated returns of …

Ponzi Scheme

How To Protect Yourself from Becoming the Next Victim of a Ponzi Scheme

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Investing, Personal Finance 1 Comment

Recent years have seen the emergence of financial fraud as a leading threat to investor confidence in the US financial system. These frauds are complex and sophisticated and can go …

10 Benefits of Consolidating Assets To One Financial Advisor

Marina Sidelnikova, CPWA®, MBA, MS Investing, Personal Finance 4 Comments

Many investors think their investments are safer if they have their accounts with multiple financial advisors (or multiple platforms). Don’t put all your eggs in one basket, right? In reality, …

Mentor-Foundation-USA

Mentor Foundation USA | Non-profit Client Spotlight

Glass Jacobson Wealth Advisors Client Spotlight, Non-profit Leave a Comment

It’s an honor to highlight one of our non-profit accounting clients who is making a huge positive impact on the world. Mentor Foundation USA is a non-profit organization working to …

Rich and Byron PR

Glass Jacobson Hires Osikowicz and Deese to Expand Retirement Plan Consulting Services

Glass Jacobson Wealth Advisors Glass Jacobson News Leave a Comment

We are excited to announce the hiring of Richard Osikowicz, AIF® and Byron Deese as part of our plan to expand our retirement plan consulting practice. As Director of Retirement …

Filing US Taxes Abroad

If You Live Abroad You Still Have to File U.S. Taxes

Glass Jacobson Wealth Advisors Tax Planning For Individuals, Tax Planning For Businesses, International 3 Comments

If you’re a U.S. citizen living abroad, you may have assumed that you are not beholden to Uncle Sam and his taxes. Unfortunately, the United States is one of only …