10 Things to Discuss Before the Big Day You are excited, in love, and planning the wedding of your dreams. Probably the only money questions on your mind are the down payments for the caterers and the florists! Yet – whether your wedding reflects a minimalist sensibility or is a no-holds-barred extravaganza – it’s better…
Despite the pandemic, do you still find yourself being charitably inclined? Most affluent Americans — about 90% — gave to charitable causes in 2020, with a third of them giving more than in the past to organizations focused on meeting basic needs, according to research from the Bank of America and the Indiana University Lilly…
Join us on our latest episode of Launch Financial with Ashley and Brad as we discuss Bitcoin’s recent plunge and such a crazy week in crypto world. Check out this episode!
Join us on our 30th episode of Launch Financial as we welcome back special guest David Pearl. On this week’s episode, Brad, Ashley and David discuss flexibility and compromise in relationships and how the financial planning thought process is changing as the economy and world continues to re-open. Some more about David, he aims to…
The coronavirus pandemic sent Americans’ financial situations into a whirlwind. A recent Bankrate survey found that the crisis actually caused many consumers to re-evaluate how much money they plan to save in their emergency fund. The coronavirus pandemic also led many people to think about financial regrets and mistakes they’ve made in the past and…
Join us on this week’s episode of Launch Financial with Ashley & Brad as we discuss skyrocketing prices that has sped up inflation, the fastest we’ve seen since 2008, the east coast gasoline shortage, and more. Check out this episode!
On this week’s episode of Launch Financial with Ashley and Brad, we discuss the most recent jobless claim numbers and how companies are finding it difficult to fill their open positions. Furthermore, Brad brings light to the recent Peloton recall along with how Sherman Wealth aims to help those who may be confused with their…
Are you young and jump starting your career? Heading up the corporate/financial ladder but still worried you will not reach your financial goals? Don’t fret, many others out there are in the same boat, especially millennials. We have been writing about millennials and their increasing wealth in previous blogs, however, we have yet to touch…
So What Else needs your help! 2020 was an unbelievably difficult and challenging year for most of us. Beginning on March, 9 2020, So What Else (SWE) began a tremendous undertaking and started one of the most successful emergency hunger relief and support programs in the Greater Washington Area. Food was donated to us from…
529 plans are not only a great estate-planning tool way to save for your children or grandchildren’s’ college tuition, but they have another added bonus too. Under this new tax law, individuals can make a lump-sum 2021 gift of up to $75,000 to fund a 529 college savings account for a child or grandchild and…