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IRA

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 1, 2015

Four Things Entrepreneurs Can do Now to Save for Retirement

While retirement may seem a long way off when you’re young and just starting to build a business – or older and rebooting – it’s important to have a retirement savings plan and stick to it to create the future you want. Retirement planning can be difficult for anyone, but entrepreneurs and small business owners […]
March 9, 2015

Why Reducing Your Tax Refund is a Good Thing

With tax day fast approaching, many people are counting on receiving a big check back from the Government. While you’re probably looking forward to this windfall, there are reasons why you may wish to minimize your end-of-year refund. Why Big Refunds are Bad Taxes are refunded to you when the Government takes too much of […]
February 10, 2015

5 Things Investors Get Wrong

Humans have a tendency to behave irrationally when it comes to money. Here are the five things investors get wrong that can harm their returns. Believing They Will Beat the Market Study after study shows that investors, including professionals, continually under perform the S&P. In their most recent SPIVA (S&P Indices vs. Active) report, released […]