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Retirement planning

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.

April 12, 2017

5 More Financial Mistakes to Avoid in Your 20s and 30s

You’ve made the commitment to start “adult-ing,” a very important first step. Don’t start to build from the roof down, though: make sure that you’re laying a strong financial foundation. In our last post we talked about 8 Financial Mistakes to Avoid in Your 20s and 30s. Here are five more money mistakes to watch […]
August 18, 2016
Summer Intern

Summer Interns: Time to Focus On Long-Term Gains

The light at the end of the tunnel is nearing for America’s summer interns. Full-time offers will be tendered, sighs of relief exhaled and paychecks cashed. Interns who receive offers will be bright-eyed with lofty visions of moonshot careers at their new place of employment. As these interns begin to accept the end of college […]
August 15, 2016
Head in the Sand - Trump 401k

Donald Trump Takes a Stand on 401(k) Investments

GOP presidential nominee Donald Trump has had one of the most hectic campaigns in recent memory. He has made so many newsworthy remarks that it is hard to keep up. One day last week was particularly impressive as he made over 10 news-making assertions in under 24 hours. These included initially refusing to endorse House […]
April 4, 2016
Is your Retirement Advisor a Fiduciary?

Is Your Retirement Advisor a Fiduciary?

Do you want a financial professional who is opposed to financial transparency managing your money? The upcoming and long anticipated proposed rules by the Department of Labor (“DOL”) exposes that very debate, as it seeks to eliminate the ability of financial advisors to profit by selling retirement account products to investors without being held to […]
June 17, 2014
Pre Retiree

How much money do you need for retirement these days?

Although retirement may seem distant, it is important to start a strategic plan now so you are prepared when that day arrives. Timing is very important, and the sooner you start saving and investing, the sooner you can begin to focus on a life that will not require you to work. How much money do […]
May 6, 2014
Our Clients

Advantages of Participating in Your Workplace Retirement Plan

As young adults, 20 and 30-year-old’s tend to procrastinate when it comes to saving for retirement, thinking they have all the time in the world.But the key is to start now. When it comes to saving for retirement, there are few better ways than a workplace plan such as a 401(K). Yet, there are a few […]