240-428-1622 | info@shermanwealth.com

Understanding fees associated with advisors and investment funds can be complicated. But this knowledge is crucial for understanding how much you’re really saving. That’s why Sherman Wealth is committed to helping you better understand these fees, so you know just how much you’re saving.

August 6, 2018

August 6, Helping You Understand Advisor Fees

Understanding fees associated with advisors and investment funds can be complicated. But this knowledge is crucial for understanding how much you’re really saving. That’s why Sherman Wealth is committed to helping you better understand these fees, so you know just how much you’re saving.
August 3, 2018

August 3, Getting Started Early With Saving

What’s Brad’s number one piece of advice?: Get started early with saving! Learning about your savings options available to you can empower to take control of your own future.  
August 2, 2018

August 2, Better Understand Your Finances Through Automation

We use technology to better our lives every day, and this can extend to how we can save better. See how automated budgeting can help you understand and track your finances.
August 1, 2018

August 1, Working With A Financial Planner

Most people come to us and say they have never worked with a Financial Planner before. They don’t understand what a Financial Planner can actually do for them. Sherman Wealth Management takes a holistic view of all your finances. See video below.    
July 31, 2018

July 31, The Connecticut 529 Hack

The recent hacking of the Connecticut 529 has many concerned about the security of their plans. Be prepared, use best practices in oversight and security to ensure your savings.
July 30, 2018

July 30, Maximizing Your HSA

An HSA can lower the cost of your medical care, but studies have shown that only 17% of people enrolled in group health plans are using their Health Savings Account. Understand the benefits of an HSA, and how it can offset high medical costs.
July 27, 2018

July 27, Self Employed With a 401k

People are changing jobs at an alarming rate more than ever before. There are actually more job openings than there are job participants. If you are thinking about switching jobs, or you’ve switched jobs in your career, don’t leave your 401k behind! Contact us to learn more.
July 26, 2018

July 26, Mariott, Starwood, And Your Reward Points

As Mariott and Starwood complete their business merger, changes to policy could leave your reward points behind… Don’t get caught off guard. Make sure you understand any contract changes to your rewards card and utilize what you’ve earned.  
July 25, 2018

July 25, What We Can Learn From Brett Kavanaugh

Recent news about the financial situation of Supreme Court Nominee Brett Kavanaugh, illustrates that debt is an issue that anyone can struggle with. The lesson here: contribute money today to savings, secure your financial future.
July 13, 2018

July 13, Self-Employed Savings Options

A lot of our clients are self-employed, or they are working for companies that do not have a 401k that will provide for them. We are often asked, “What is the best way to save for our retirement?” See video below for the answer.