Doug White Interviewed Executive Leaders Radio

Doug White Interviewed on Executive Leadership Radio [9 Min]

Glass Jacobson Wealth Advisors Glass Jacobson News Leave a Comment

It’s not often that you hear about the people and life events that shaped the outlook of successful executives. In this interview on Executive Leaders Radio, Doug White identifies characteristics of …

Equifax Data Breach

Equifax Data Breach: What You Should Know

Glass Jacobson Wealth Advisors News, Personal Finance 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, Retirement Plans, Investing, Personal Finance 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 Businesses, Business Management, Tax Planning For Individuals, Personal Finance 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 …