Equifax Data Breach

Equifax Data Breach: What You Should Know

Glass Jacobson Wealth Advisors Personal Finance, News 2 Comments

On Thursday, September 7, 2017, one of the three major credit bureaus in the US, Equifax, announced a data breach that could affect 143 million people (which is nearly half …

What are stocks, bonds and mutual funds?

What Are Stocks, Bonds, and Mutual Funds? [VIDEO]

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

This video was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful!  Investing can seem pretty complicated. There are many different types of investments, …

Doug White Glickman Award Recipient 2017

Doug White Receives Integra International Glickman Award

Glass Jacobson Wealth Advisors Glass Jacobson News, International Leave a Comment

Last week Integra International announced Doug White as the recipient of the 2017 Richard Glickman Visionary Award. Doug White is the Managing Director of our Rockville office. As Integra continues its …

Jon Dinkins Glass Jacobson Financial Group PGA TOUR Volunteer Challenege Update

PGA TOUR Volunteer Challenge [UPDATE]

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Volunteer, Glass Jacobson News Leave a Comment

COMPETITION UPDATE After a very close competition, the results are in! Team Special Olympics Maryland pulled ahead of our team during the final few hours of the competition. Team Glass …

Help with IRS Notices: Top 8 Things You Should Do When You Receive An IRS Notice

Top 8 Things You Should Do When You Receive an IRS Notice

Samuel T. Cohen, CPA Tax Planning For Individuals, Personal Finance, Business Management, Tax Planning For Businesses Leave a Comment

Each year, the IRS sends notices to taxpayers for various reasons. While your first instinct when you see an IRS notice might be to panic, take a minute and relax–many …

financial planners

401k Loans: Should Plan Sponsors Offer the Ability to Get Them?

Glass Jacobson Wealth Advisors 401k, Business Management, Personal Finance, Retirement Plans 1 Comment

WHY IS GETTING A 401k LOAN ON THE RISE? The concept of a 401k loan (borrowing from a 401k account) is nothing new. However, now that millennials (individuals aged 19-35) …