- Title:
- Financial Consultant / Financial Planner
- Education:
- Bachelor’s Degree in Economics, Temple University · Minor in Business
- Expertise:
- Financial Planning, Investing, Student Loans, Personal Finance, Retirement Planning, Personal Taxes, Debt Management, Financial Education
- Has published 16 articles for Imperialpedia.
- Holds Bachelor’s Degree in Economics, Temple University and Minor in Business.
- Certified in CERTIFIED FINANCIAL PLANNER™ professional, Certified Student Loan Professional, Enrolled Agent, and CFA Level III Candidate.
- Covers Financial Planning, Investing, Student Loans, Personal Finance, Retirement Planning, Personal Taxes for Imperialpedia.
- CFP®; Certified Student Loan Professional; Enrolled Agent
Experience
Samantha Silberstein is a Certified Financial Planner, Certified Student Loan Professional, and Enrolled Agent with expertise in financial planning, retirement, investing, student loans, personal finance, and taxes. As a financial consultant, she works with employees from nonprofit and higher education organizations, helping clients navigate retirement plans, student loans, budgeting, debt repayment, tax-advantaged savings, and other financial decisions. Samantha has also served as a financial planning educator with Dalton Education, where she teaches students pursuing the CFP curriculum and preparing for the CFP exam. Her previous experience includes roles with TD Ameritrade, Janney Montgomery Scott, Vanguard, and TIAA, spanning RIA relationship management, retirement plan consulting, income sales, fund management, and financial planning. She currently works with SLP Wealth, where she focuses on helping clients manage student and household debt while pursuing their long-term financial goals.
Education
Samantha holds Bachelor’s Degree in Economics, Temple University and Minor in Business.
About Imperialpedia
Imperialpedia helps readers understand personal finance, investing, and markets. Every published article names a writer, an editorial reviewer, and a fact-checker, and claims are checked against primary sources before publication. Learn more in our editorial policy and fact-checking policy.
Full Archive
Latest From Samantha
16 articles
Most tax filing problems come from a handful of avoidable mistakes. Here is what to watch for before you submit.
By Samantha Silberstein
Tax software handles well-defined situations well. A CPA earns their fee when your situation gets genuinely complex. Here is how to tell which you need.
By Samantha Silberstein
Free tax filing is real, but eligibility and coverage vary. Here is how the main free options work.
By Samantha Silberstein
Self-employment income adds real complexity to a tax return. Here is what to look for in software built to handle it.
By Samantha Silberstein
A simple tax return usually qualifies for free filing — here is how to confirm your situation actually fits, and what to check before you start.
By Samantha Silberstein
Choosing tax software comes down to a handful of factors: your tax situation, what the free tier actually covers, and how much support you need. Here is how to evaluate your options.
By Samantha Silberstein
Most budgets don’t fail because of bad math. They fail from a small set of predictable mistakes — here is each one, and how to fix it.
By Samantha Silberstein
The first month of budgeting is the hardest and most important. Here is a realistic, week-by-week plan for surviving it.
By Samantha Silberstein
It’s tempting to think budgeting is for people with money to spare. In practice, the tighter your budget, the more a plan actually protects you.
By Samantha Silberstein
A budget isn’t a punishment for spending money — it’s a plan for it. Here’s what a budget actually is, the numbers it needs, and how to build your first one.
By Samantha Silberstein
Federal and private student loans look similar on paper but behave very differently once repayment starts. Here is how they actually compare.
By Samantha Silberstein
The first year after graduation is when student loan debt becomes real. Here is a practical way to budget for it and prioritize it against other goals.
By Samantha Silberstein
Interest quietly shapes the total cost of a student loan long before the first payment is due. Here is exactly how it works.
By Samantha Silberstein
Student loan forgiveness is often misunderstood. Here are the general categories that exist and how eligibility for each typically works.
By Samantha Silberstein
Repayment plans are not one-size-fits-all. Here is how standard and income-driven structures actually work, and how to think about choosing one.
By Samantha Silberstein
Student loans fund more higher education than any other source. This guide explains how federal and private loans differ, how interest and repayment work, and how to manage the debt responsibly.
By Samantha Silberstein