Author: Ashley

Here’s Why Women Need to Take Control of Their Finances

Here’s Why Women Need to Take Control of Their Finances

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….

Merging Finances: Why It’s Just as Important as Marriage Counseling

Merging Finances: Why It’s Just as Important as Marriage Counseling

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….

Mid-Year Financial Check-In: Are You on Track for Your 2025 Goals?

Mid-Year Financial Check-In: Are You on Track for Your 2025 Goals?

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….

What You Need to Know About 529 Plans – On 5/29 and Beyond

What You Need to Know About 529 Plans – On 5/29 and Beyond

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 —…

Why Financial Advice Shouldn’t Wait—and Why It’s More Accessible Than You Think

Why Financial Advice Shouldn’t Wait—and Why It’s More Accessible Than You Think

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…