As we enter the home stretch of summer, August gives you a brief but valuable window to regroup financially before the fall rush hits. Whether you’re returning from vacation, prepping for back-to-school season, or simply aiming to end the year strong, now is a great time to take stock and get organized. Revisit Your Spending…
When your income goes up, it’s natural to loosen the reins—upgrading your seat, booking the nicer hotel, splurging on that dinner out. You’re working hard, and you deserve to enjoy the payoff. But at a certain point, it’s worth asking: am I spending in a way that supports my life—or just because I can? That’s…
Your 20s and 30s are full of exciting moments—launching a career, paying off student loans, buying a first home. With so much happening, it’s easy to think of retirement as something to worry about later. But there’s one secret to long-term wealth that makes starting early one of the smartest moves you can make: compound…
Your 20s and 30s are full of exciting milestones—moving to a new city, buying your first home, growing your family, shifting careers, or even launching a business. These are big life moves, and while they often come with joy and excitement, they also bring significant financial pressure. The good news? You don’t have to feel…
What if you didn’t have to wait until 65 to start living life on your terms? That question is at the heart of FIRE—Financial Independence, Retire Early. It’s a movement built not just on the idea of retiring early, but on gaining the freedom to make choices that reflect your values, time, and priorities. FIRE…
Today is National Don’t Put All Your Eggs in One Omelet Day, a take on the classic saying “don’t put all your eggs in one basket.” While the name might get a chuckle, it’s a good reminder of the importance of balance — in breakfast and in your finances. Try to cram too many eggs…
As we flip the calendar to July, it’s hard to believe we’re already halfway through the year. The pace of life picks up, summer plans fill the calendar, and it’s easy to let financial intentions from January fade into the background. But July is the perfect time and opportunity to pause, reflect, and realign your…
Navigating your financial life as a young professional comes with a lot of firsts—first job, first apartment, maybe even your first credit card. And in today’s world, credit card companies are fighting harder than ever for your attention, throwing out rewards, sign-up bonuses, and travel perks left and right. It can be tempting to grab…
Combining finances with your partner can be just as intimate and emotional as saying “I do.” At Sherman Wealth, we’ve seen firsthand that money can either be a tool for connection or a point of deep tension in a relationship. It’s not about the numbers; it’s about what those numbers mean to each of you….
As we reach the midpoint of 2025, it’s an opportune time to pause and assess your financial journey. Reflecting on your progress allows you to make necessary adjustments and ensure you’re aligned with your year-end objectives. Here’s a comprehensive guide to help you evaluate and realign your financial strategies for the remainder of the year….