Latest Articles

What To Do With Money You Need In The Short Term

There are always lots of money management questions when it comes to investing and saving. Both of these actions are crucial in building your wealth and are stepping stones to
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Inflation Rose 7% in The Past Year, the Highest in 40 Years!

Have you been feeling the impacts of inflation? I’m sure you have. The Labor Department reported on Wednesday that inflation rose 7% over the past year, the highest in 40
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What Are Your Short and Long-Term Goals?

Do you have financial goals? If so, are they short-term or long-term, or both? Maybe you don’t know the difference. That’s okay because we are going to discuss the difference
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What Are Your Financial Resolutions for 2022?

Happy New Year everyone! We hope you all had a wonderful holiday season and new year celebration. When a new year rolls around, we often think about the year just
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2021 At Sherman Wealth

As we look back on the last twelve months, we can certainly say 2021 was quite a year. We continued to battle COVID-19 and re-assimilate into pre-pandemic life, we saw
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Get Started On Your Estate Planning Checklist

We’ve seen and learned a lot over the past year and living thru a pandemic. One action taken out of the pandemic has been estate planning and writing wills. Most
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Launch Financial-How To Make The Most Out Of Your Charitable Giving This Year With Elizabeth Goldstein

With everyone having increasing gains and thinking about giving back to charity given COVID-19, donor advised funds have become increasingly popular. To uncover how donor advised funds can benefit you
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Here’s Why To Consider A Donor Advised Fund

In our previous blog, we discussed tax implications of short term investments and some options of what to do with those short term gains. At Sherman Wealth, we are very
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2022 FAFSA Updates for Grandparent-Held 529s

With Thanksgiving and Giving Tuesday behind us and the end of the year only a month away, grandparents might be thinking about boosting up their grandchildren’s college savings accounts before
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