Latest Articles
What Are Your Short and Long-Term Goals?
Do you have financial goals? If so, are they short-term or long-term, or both? Maybe you don’t know the difference. That’s okay because we are going to discuss the difference
2021 At Sherman Wealth
As we look back on the last twelve months, we can certainly say 2021 was quite a year. We continued to battle COVID-19 and re-assimilate into pre-pandemic life, we saw
Get Started On Your Estate Planning Checklist
We’ve seen and learned a lot over the past year and living thru a pandemic. One action taken out of the pandemic has been estate planning and writing wills. Most
Launch Financial-How To Make The Most Out Of Your Charitable Giving This Year With Elizabeth Goldstein
With everyone having increasing gains and thinking about giving back to charity given COVID-19, donor advised funds have become increasingly popular. To uncover how donor advised funds can benefit you
2022 FAFSA Updates for Grandparent-Held 529s
With Thanksgiving and Giving Tuesday behind us and the end of the year only a month away, grandparents might be thinking about boosting up their grandchildren’s college savings accounts before
Sherman Wealth & Launch Workplace’s Sock & Coat Drive To Support So What Else
Happy Giving Tuesday! Do you have a few old coats and socks laying around the house? If so, let’s do some good with them! Join Sherman Wealth and Launch Workplaces
The Financial Industry Is Changing, And What You Want Is Too
As generational wealth continues to transfer, we are seeing a shift in the way today’s consumers are wanting to conduct relationships with those who are managing their money. According to
Mortgage Strategies for Self-Employed Home Buyers
Being your own boss is a great feeling with many benefits, but those benefits do not include a fast track to a great mortgage. Gone are the days of the
Retirement Inflation-Adjustments for 2022
Happy November everyone! New retirement inflation-adjustments for 2022 have been released, and we want to provide you with a quick breakdown. Business owners and employees, this one applies to you,