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financial literacy

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.

June 20, 2018

Introducing Beers with Brad

We have hosted two very successful Beers with Brad financial literacy seminars in Gaithersburg, Maryland at Launch Workplaces.  We’ve had terrific beer from great local breweries around Maryland. I think when you’re able to relax and have a beer, hear what everyone else is thinking about financially and truly see that you are not alone […]
May 7, 2018

Teaching Children Financial Responsibility: Start Early

Would it surprise you to know that students graduating from high school enter college with little to no knowledge about their finances, how to budget, or save for their futures? The problem has become so severe that 40% of these students wind up going into debt in order to fund their social lives and 70% […]
April 13, 2018

Paying Hidden Costs Because your Broker’s not a Fiduciary?

Investors often choose big banks and investment firms over smaller financial advisors because they think the brand name and size makes the service and product offerings better. In actuality, it’s often the reverse. Unless your firm is a Fiduciary, chances are there are sales quotas and contests for the non fiduciary, “suitability” reps, who are […]
April 3, 2018

Your Next-to-the-Last Will and Testament: Estate Planning When You’re Young

There was an excellent article in the WSJ last week about a topic most of us don’t really want to think about (but really need to:) how to prepare in case you die young. No one likes to think about dying and absolutely no one likes to think about the possibility of dying young. Lately […]
August 1, 2017

Why Utilize a Financial Advisor?

Personal finance.  Don’t underestimate the adjective. In today’s world, the rise of “robo advisors” have led some to (incorrectly) conclude that managing investment portfolios is simple.  As far as they are concerned, as long as you have a software program, you’re set.  Within minutes, a computer system can analyze your risk tolerance, determine the best […]
June 12, 2017
Money Lessons for Kids

7 Fun Money Lessons to Teach Your Kids this Summer

Summer is a great time for kids to catch fireflies, perfect their backstrokes, daydream, and learn some great lessons about money and financial literacy. Sound like a hard idea to sell to kids in vacation mode? Not if you make it a rewarding part of summer fun. Here are some tips to incorporate smart money […]
August 26, 2016
Financial Knowlege

The Importance of Personal Finance Knowledge

For years, the Financial Industry Regulatory Authority (FINRA) has tracked American personal finance knowledge through a survey about saving habits and basic financial principles. FINRA recently released the results of its 2015 survey, which includes the fact that only 37% of those who took the survey could answer four of the five questions on a […]
July 20, 2016

Financial Failings of NBA Legend Antoine Walker

Former NBA All-Star forward Antoine Walker possessed a varied skill-set that enabled him to play both inside and outside. A big man who also shot the three, Walker was notorious for his hilariously erratic shot selection and, later in his career, an aversion to running that led to lazy play. The quality of financial advice […]
April 25, 2016
Personal Finance

Personal Finance – Why Didn’t I Learn That?

I recently returned from a reunion weekend with some of my college buddies. We caught up on wives, kids, work and all the other important parts of our lives. One thing struck me about the conversations, no matter whether I was speaking with liberal arts majors or those who studied corporate finance: While we all […]