Navigating your financial life as a young professional comes with a lot of firsts—first job, first apartment, maybe even your first credit card. And in today’s world, credit card companies are fighting harder than ever for your attention, throwing out rewards, sign-up bonuses, and travel perks left and right. It can be tempting to grab…
Finances can feel intimidating—especially when you’re not sure who to trust, what decisions to make, or where to even begin. And yet, over the last few years, we’ve seen a powerful shift: more and more women are stepping up, actively managing household budgets, contributing meaningfully to their family’s financial plan, and prioritizing their own independence….
Combining finances with your partner can be just as intimate and emotional as saying “I do.” At Sherman Wealth, we’ve seen firsthand that money can either be a tool for connection or a point of deep tension in a relationship. It’s not about the numbers; it’s about what those numbers mean to each of you….
As we reach the midpoint of 2025, it’s an opportune time to pause and assess your financial journey. Reflecting on your progress allows you to make necessary adjustments and ensure you’re aligned with your year-end objectives. Here’s a comprehensive guide to help you evaluate and realign your financial strategies for the remainder of the year….
It’s been quite an interesting start to the year for the US economy as we are now living in a rising interest rate and inflationary environment after a few years of historically low interest rates during the COVID-19 pandemic. So, as the US consumer is adjusting to this new economic climate, their preferences and goals…
May 29th marks 529 Day, a great reminder to think ahead when it comes to one of the biggest expenses many families face: education. Whether you’re a new parent thinking about college down the road, a grandparent wanting to contribute to your family’s future, or simply someone trying to better understand your financial options —…
Debt often carries a negative connotation, but when managed wisely, it can be a powerful financial tool. Whether it’s earning rewards on credit card spending, maintaining and building a strong credit history, or optimizing your financial resources, leveraging debt in a strategic way can help you build wealth and improve your financial life. Here’s how…
There’s a powerful shift happening: young Americans are seeking financial advice earlier than their parents ever did. And it’s not because they have more money—it’s because they’re realizing the value of guidance, clarity, and confidence. At Sherman Wealth, we see this every day. More young professionals, newlyweds, and first-time investors are coming to us not…
Congrats, Class of 2025! Graduating college is a major milestone, and entering the “real world” is both exciting and overwhelming. Between starting a new job, finding a place to live, and possibly moving to a new city, personal finances might not be your top priority — but they should be on your radar. At Sherman…
We often get asked “How much should I save in my emergency fund?” While there are many schools of thoughts or rules of thumbs that can be found on the internet to answer this question, how much you need to save and how you approach it depends on your personal circumstances. An emergency fund is…