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Financial Planning Information

Sherman Wealth Management provides you with relevant financial planning information to give you the resources you need to make informed choices. Read through our posts below and contact us to set up a free call for more information on creating a custom financial plan.

September 12, 2016
teachers 403b

Teachers: Who is Managing Your 403(b)?

With autumn just around the corner, many teachers have returned to their classrooms. The end-of-summer teacher ritual of decorating, stapling and contacting parents has made its return. I know from personal experience, though, that teachers would be wise to use any spare time to investigate their retirement accounts and determine whether their money is being […]
July 27, 2016
401k

The Conflicts of Interest Around 401(k)s

A new study in the Journal of Finance has found that conflicts of interest in 401(k) plans can lead to serious losses for individual investors. More specifically, the 2,500 funds surveyed were less likely to eliminate underperforming funds that were their own rather than another provider’s fund. This can be very costly to retirement savers. […]
January 14, 2016

Why Go Where Your Money’s Not Wanted?

In the film The Shining, a ghostly bartender tells Jack “your money’s no good here,” while other ghosts are planning to do away with Jack and his family. In December it was Wells Fargo doing the “ghosting.” By urging its brokers to get rid of clients with a minimum balance of less than 65,000, Wells […]