April 2021

As we kick off April and financial literacy month, we want to remind you about the tax deadline extension the IRS instated this year. Due to the coronavirus pandemic, the federal government extended this year’s federal income tax filing deadline from April 15, 2021, to May 17, 2021. This extension automatically applies to filing and payments. So, if you owe taxes for 2020, you have until May 17, 2021, to pay them without interest or penalties. This extension applies to all filers, including businesses, individuals, trusts, estates, and more. This gives you plenty more time to fund your HSA’s along with your Traditional or Roth IRA’s (depending on what you are eligible for).

Taxes likely won’t be the only aspect of your finances to be affected by the COVID-19 pandemic. Speak with your financial professional or tax professional about your particular situation. Before making any decisions, make sure to check your state deadlines to ensure there are no different cut-offs you must comply with. Check out the video below as Brad discusses the unemployment benefits and how those will affect your tax situation this year. As always, if you have any questions, please reach out to us at info@shermanwealth.com or schedule a 30-minute introductory call here.

Launch Financial- Adapting Your Small Business in the Ever-Changing Business World with Dr. Josh Funk

On this week’s episode of Launch Financial, we are joined by special guest Dr. Josh Funk, Founder and CEO of Rehab 2 Perform. Throughout the episode, Josh shares his experiences creating and expanding his small business and how he has learned to adapt in an ever-changing landscape of the business world and COVID-19.

A little more about Josh, as a lifelong athlete, Josh became interested in becoming a physical therapist when going through PT as a D1 lacrosse player at Ohio State. After avoiding shoulder surgery for a torn labrum and rotator cuff, Josh has been entrenched in the world of physical therapy and sports performance. Over the years, he has continually developed his knowledge base and expertise as a physical therapist through continuing education courses and working with athletes of all ages.

A Montgomery County resident, Josh is heavily involved in all areas of the community throughout the region. In addition to his physical therapy expertise, Dr. Funk has been equally, if not more committed to the growth of his role as CEO of Rehab 2 Perform. He has made sure that his personal development is not just reserved for the clinical side of things, but also to ensuring that Rehab 2 Perform is one of the most well-run and well-known health care companies in the area. Dr. Funk has immersed himself in business programs and community initiatives over the past few years in his efforts to ensure that the team and clients of Rehab 2 Perform are receiving everything they need to be at their best. It is his goal to push Rehab 2 Perform to the forefront of the community through innovation, progressive business operations, strategic growth and clinical excellence.

For more information or questions regarding this episode, please reach out to us at info@shermanwealth.com.

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Launch Financial- Financial Literacy Month Q&A

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Launch Financial- How To Compete, Plan, and Protect Yourself in a Hot Real Estate Market with Andres Serafini & Daniel Esteban

Join us on this week’s episode of Launch Financial as we are joined by The Washingtonian Group’s Andres Serafini and Daniel Esteban. On this episode, Andres and Daniel will share tips on how to compete, plan, and protect yourself in such a hot real estate market.

For more information on Andres and Daniel check out their bios below:

Andres A. Serafini, Founder & Principle of The Washingtonian Group at RLAH Real Estate is a proud DC Native and Bethesda Resident, as well as a First Generation Colombian & Italian American. Appreciative of the diverse nature of the DC Metropolitan area, Andres prides himself in servicing Domestic and International Clientele in the Residential, Luxury, & Commercial Markets.

Daniel was born and raised in the Washington DC metro area and is a proud Bethesda home owner. Beginning his real estate career during challenging economic conditions, Daniel’s experience in an arduous and complex market has granted him a deeper level of expertise in this dynamic housing industry.

For more information and inquiries about topics discussed in this week’s episode, please reach out to us at info@shermanwealth.com.

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The Benefits of Saving Early For Retirement

Combining asset allocation and early regular savings today helps to prevent playing the catch up game tomorrow. Contact Sherman Wealth Management for an investment strategy that, with periodic review, will potentially maximize your savings in the long-run with respect to your individual tolerance for risk. We can show you the benefit of saving early for retirement.

Trying to time the market can prove detrimental for optimizing your portfolio’s growth. Sherman Wealth Management’s skills will help guide you through volatility. An individually tailored portfolio will try to deliver comfort in downturns, and help you maximize potential benefit from the market’s gains. Contact Sherman Wealth Management now so your portfolio doesn’t miss any more opportunities to maximize potential returns.