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financial responsibilities

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.

July 14, 2015

Not Investing Yet? Here Are 4 Simple Steps To Get You Started

Close your eyes for a moment and envision where you’d like to be in 30 or 40 years… Are you sailing to Tahiti? Writing that book? Running your vineyard? Building a new company? If you had trouble envisioning where you’d like to be, you’re not alone. But unless you can visualize it, unless you’ve got […]
March 23, 2015

Discussing Personal Finance is Difficult for Many – but Critical

Money can be a difficult subject for any of us to talk about, although it seems to be particularly challenging, statistically, for women. According to a recent study released by Fidelity, 80% of women surveyed said that they had refrained from discussing financial issues with friends or family, despite the fact that over 92% of […]
March 2, 2015

Having the Money Conversation

Millennials have a tremendous advantage over their Baby Boomer parents because they are comfortable talking about money. Having grown up with social media and the internet, this generation is not as private as their parents and grandparents are, especially about subjects like money and finance. The advantage is that open conversations can reduce fears and […]
February 17, 2015
Dollar Cost Averaging

What is Dollar Cost Averaging?

The concept of dollar cost averaging is investing a set amount of money at regular intervals. This might mean a percentage of every paycheck that is used for investing or a specific dollar amount. You might start with as little as $50 a month or $50 a pay period and that will begin to create […]
January 19, 2015
Pre Retiree

7 Ways to Maximize A Bonus or a Raise

Just got a bonus or a raise? Read these tips before you start Googling airfares to Thailand… Using a bonus or a raise to catch up in financial areas where you’ve fallen behind is a great way to jump start 2015. From paying off high interest debt to setting up a college savings plan, there […]
January 12, 2015

5 Big Picture Things Many Investors Don’t Do

These simple strategies can make a big impact on your long term portfolio. Investing and finances can be overwhelming and confusing. Having so many options available, how is an investor to choose which direction to go. For those who seek to understand, it can become paralysis by analysis, where the more you study, the more […]
August 5, 2014

YOLO (You Only Live Once) So You Need A Retirement Goal

When you read through blogs or scroll through hashtags and memes on social media, there is a recurrent theme among millennials regarding the live-for-today sentiment. Whether it’s the acronym, #YOLO (You only live once) or the older, maybe not-so-cool phrase, ‘Carpe Diem,’ we are constantly reminded that we should stop worrying about the future and […]