Latest Articles

When Should You Give Inheritance Money to Your Kids?

When it comes to gifting and giving money, especially to family members, people are oftentimes confused on when is the right time to pass over their inheritance. Should an inheritance
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Together Let’s Help So What Else

So What Else needs your help! 2020 was an unbelievably difficult and challenging year for most of us. Beginning on March, 9 2020, So What Else (SWE) began a tremendous
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Tax Break Adds Perk To 529 College Plans

529 plans are not only a great estate-planning tool  way to save for your children or grandchildren’s’  college tuition, but they have another added bonus too. Under a tax-law exception
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How To Determine Your Debt Tolerance

Debt can be a helpful tool in achieving your dreams and even building wealth, but it’s important to know how much you can comfortably handle. Debt can be complicated. Sometimes,
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10 Financial Milestones & Goals To Pursue In Yours 20s and 30s 

Establishing goals in your early years is a great way to reach financial milestones and better your financial future. As part of financial literacy month, we have been discussing different
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What You Need To Know About NFTs

With NFTs and baseball mania taking over the news, some of you may be wondering: What actually are NFTs?  Blockchain technology has opened up new markets for investment and consumption.
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4 Commonly Made Financial Mistakes Young Families Make

As we are halfway through financial literacy month, we want to continue to discuss simple ways to better your financial life. At Sherman Wealth, we focus on helping young couples
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Don’t Forget This Year’s Tax Deadline Extension

As we kick off April and financial literacy month, we want to remind you about the tax deadline extension the IRS instated this year. Due to the coronavirus pandemic, the
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Financial Literacy Month Q&A

As we kick off financial literacy month, we want to share some frequently asked questions we’ve received from clients and friends and provide actionable answers. As we embark on a
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