Are You HSA eligible? If so, here’s how to take advantage of it during this time of year. While open enrollment season is still here, now is a great time to review and analyze all the options available to you, including an HSA (health savings plan). Many individuals have questions about what benefits they are…
Now that we are in the last quarter of the year and approaching open enrollment season, we want to talk about an important topic that is oftentimes overlooked or misunderstood, retirement savings. If you were looking to increase your retirement savings last year, there is an opportunity for you in 2023. As we mentioned in…
Check out our podcast episode, “How To Work Through Money Conversations With Your Significant Other, with David Pearl” (You can find the direct download here). In this episode, we are joined by David Pearl, a LCSW a psychotherapist and consultant who specializes in treating professionals, couples, performing artists and athletes. Together we explore tips and…
As the economy continues to adjust to this higher interest rate environment with future uncertainty on what the Federal Reserve will continue to do with hiking interest rates to combat high inflation, many individuals are too feeling an adjustment. We have been finding that many clients and prospects are needing to adjust and revisit their…
After a long three-year pause, student loan payments are officially back. That’s right, interest has resumed on your student loans as of September 1st, and they are set to resume payment in October. The US Department Of Education’s recent announcement on its website indicates that individuals with student loans will need to start making payments…
As individuals enter their golden years, it becomes crucial to have a financial plan already set in place and planned out. Prioritizing financial planning and goal setting from an early age will ensure a secure and fulfilling future. Older adults often face unique financial challenges, including rising costs, potential long-term care needs, and economic insecurity….
September is here, which means it’s time to start thinking about your financial goals and ensuring your money matters are in order. As the summer months wind down, it’s the perfect opportunity to revisit your financial plan, set new goals, and make sure you’re on track to achieve them. Here’s a financial checklist to help…
As the leaves begin to change color and the temperature starts to drop, we often find ourselves embracing the cozy comforts of fall. It’s a season of pumpkin spice lattes, warm sweaters, and scenic walks through nature’s vibrant transformation. However, amidst all the autumnal pleasures, it’s essential not to overlook a different kind of health…
How are you feeling now that summer is winding down, and fall is right around the corner? Are back to school activities starting back up for the kids? Has your spending picked up as well? There is certainly a lot to reflect on about the last year and a half. One thing that we are…
We know that it can be difficult or overwhelming to stay on top of your finances. At Sherman Wealth, we focus on helping young professionals and families get their finances on the right track, and curate strategies to help simplify their life as it becomes more complicated. So whether you are working with a financial…