Happy Giving Tuesday! Do you have a few old coats and socks laying around the house? If so, let’s do some good with them! Join Sherman Wealth and Launch Workplaces in our Sock and Coat Drive to support So What Else and their wonderful mission. Drop offs can be made at 9841 Washingtonian Blvd #200,…
Overview: Join us on this week’s post-Thanksgiving episode of Launch Financial with Ashley and Brad as we discuss our Giving Tuesday plans and local charities, along with Black Friday/Cyber Monday data and the new Omicron threat. What You’ll Learn: Cyber Monday/Black Friday consumer data Market data and digestion The Fed’s response to Omicron variant Show Notes:…
Join us on this week’s episode of Launch Financial as we wish you all a happy Thanksgiving and discuss local giveback opportunities, the markets, and more. Check out this episode!
As generational wealth continues to transfer, we are seeing a shift in the way today’s consumers are wanting to conduct relationships with those who are managing their money. According to a recent WSJ article, rich customers are changing what they want; they are shifting away from these bigger public companies and are seeking niched start-ups…
Overview: Tune into this week’s episode of Launch Financial with Ashley and Brad as we discuss all time highs in the market and in the crypto world, along with truck driver and supply chain shortages continuing into holiday season, pandemic milestones, Biden’s infrastructure bill, and more! What You’ll Learn: How third quarter earnings season unfolded …
Being your own boss is a great feeling with many benefits, but those benefits do not include a fast track to a great mortgage. Gone are the days of the easy mortgages, the no-income-verification loans, and The Big Short. In fact, qualifying for a mortgage may rank as one of the biggest challenges you face…
Happy November everyone! New retirement inflation-adjustments for 2022 have been released, and we want to provide you with a quick breakdown. Business owners and employees, this one applies to you, so don’t miss it. See Below For Retirement Inflation-Adjustments for 2022 IRA/Roth IRA contribution: $6,000 (no change) 401k/403(b)/457 deferral: $20,500 ($1,000 increase) 401k/403b/457 catch-up: $6,500…
We recently posted a video, blog and financial tips regarding the importance of creating and implementing an end of year financial checklist. As part of your annual checklist, a main focus during the month of November should be your employer’s open enrollment period. For many employers, open enrollment runs through early December. This year, as…
As we head into November, with only two months left in the year, the Democrats have just edited the Tax Proposal we have been discussing since March. Back door Roths were one of the few things that survived the new tax change proposal, even though they were in talks to be eliminated. Check out the…
Overview: Happy Tuesday! We hope you had a great weekend and happy halloween. Join us on this week’s episode of Launch Financial as we discuss record highs in the market, earnings season, the new tax change proposal, Roth conversions and more! What You’ll Learn Implications of the new tax change proposal Why to consider a…