On Tuesday March 29th, The House Of Representatives passed the Secure Act 2.0, a bill that is aimed to improve the retirement savings system for U.S workers. The legislation will now head to senate for its decision. According to the House Ways and Means Committee Chairman Richard Neal, D-Mass., “H.R. 2954 will help all Americans…
On Thursday, March 24th, Brad Sherman was asked to judge the MCPS Business Pitch Challenge, which is an annual local challenge inspired by the show “Shark Tank”. Students from seven high schools participated in this year’s event, including Blake, Churchill, Gaithersburg, Northwest, Kennedy, Northwood, and Paint Branch. Students pitched their business ideas for a solution…
Spring has arrived which means it’s time to get out your spring cleaning checklist. That doesn’t just mean yard work and old clothes, but your finances too! A great place to start is to fund your Traditional and Roth IRA accounts for 2021. The deadline for these contributions is April 18, so make sure to…
We know many of you have been anticipating the Fed Meeting that occurred earlier this week. What you may be wondering now is how the hike in interest rates will affect your wallet and your future financial situation. Check out the transcription from our Fed Meeting episode of Launch Financial below or listen here! Brad:…
Did you lose your job in the last year because of the coronavirus pandemic? Did you quit your job to care for your children who were virtually learning at home and needed care? Are you divorced or widowed and feeling financially strapped? Do any of these scenarios hit home? Well you should be reassured to…
We know that thinking about estate planning can be daunting and is not the most exciting conversation to have with your spouse; however, it’s extremely important. As we’ve been talking about discussing money with your spouse, estate planning conversations are a great one to throw in the mix. So, what are some triggers that should…
Brad Sherman has been named on Washingtonian Magazine’s 2022 list of Best Fee-Only Financial Advisors in Washington, DC. Every 1-2 years, Washingtonian Magazine publishes a list of the Washington, DC metro region’s top financial professionals. To create the list, the editors of Washingtonian survey hundreds of individuals in the local financial services industry, asking whom…
Over the last few months, we’ve faced a great deal of economic turmoil and uncertainty, which has a great impact on the finances and mindsets of many all across the world. Through these hardships, we’ve seen individuals face and struggle with a great deal of biases in respect to their portfolios and investments. We want…
Money conversations with your partner aren’t always the easiest or the most fun. With today being Valentine’s Day, a day in which we show love and affection for those around us, we thought we would discuss how to better your relationship with strong communication skills surrounding money. Financial wellness and empowerment is extremely important on…
We often get many questions around this time of year regarding the key differences between a Roth and Pre-Tax (Traditional) 401(k). This is such a great question and an important concept to understand so you can fully maximize your financial and retirement goals. And, there is no better time than the beginning of the year…