Month: May 2024

How We Can Help Navigate the 401(K) Landscape For Your Firm 

How We Can Help Navigate the 401(K) Landscape For Your Firm 

The recent announcement of Ascensus acquiring Vanguard’s individual 401(k) retirement plan business has sparked questions among plan participants and small business owners on the future of the retirement plans. At Sherman Wealth, we understand the importance of ensuring that your retirement savings are in the best possible hands, which is why we want to discuss…

Ep. 188 Launch Financial- Inflation Continues To Remain Higher Than Expected

Overview: Tune into this week’s episode of Launch Financial as we discuss today’s release of the producer price index which came in higher than economists expectations. Fed Chair Jerome Powell says inflation continues to remain high, leaving the consumer uncertain whether interest rate cuts are in the foreseeable future. We also discuss the financial strategies behind…

Ep. 187 Launch Financial-May Financial Planning Checklist

Overview: Tune into this week’s episode of Launch Financial as we discuss Mental Health Awareness Month, our May financial planning checklist, and the stock and bond markets as they continue to digest big earnings reports and economic data.  Show Notes:  https://shermanwealth.com/are-your-finances-negatively-impacting-your-mental-health/  Check out this episode!