Latest Articles

Definitive Guide To Your 2021 Tax Return

The IRS has tons of rules and forms when it comes to your tax return. And a ton of those rules affect investing for retirement, so we rounded them up
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Are You Getting Charged with High Bank Fees? Here’s What To Do

The pandemic has disproportionately impacted low-earning Americans and many are paying higher bank fees for their misfortune, according to a new survey. Those financially hurt by COVID-19 are paying checking
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Brad Sherman Named to Washingtonian’s Top Financial Advisers 2020 List

Brad Sherman has been named one of the best fee-only financial planners in the Washington, DC area by Washingtonian Magazine! Every 1-2 years, Washingtonian Magazine publishes a list of the
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Millennials Top $10 Trillion in Assets for First Time

Despite the pandemic-induced recession of 2020, new data from the Federal Reserve shows that America’s young adults have doubled their assets over the past four years. This marks the first
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Here’s What You Need to Know About the Updated PPP Package

The popular Paycheck Protection Program (PPP), which provides forgivable loans to small businesses to keep them afloat during the pandemic, will reopen with a few changes as the federal government
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Avoid These Costly Money Mistakes when Rolling Over a 401(k) to an IRA

As we kick off 2021 and you begin thinking about money moves you want to make this year, we want to provide you with some insights on a common rollover
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The Covid Relief Bill Will Keep These Tax Breaks Around Even Longer

Taxpayers will have another shot at a package of tax breaks that would have otherwise expired at the end of 2020. The omnibus spending and coronavirus relief bill recently passed
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It’s Time to Re-Visit Your Life Insurance Options

As the new year is quickly approaching, end of the year planning is ramping up. While many are getting their finances in order for 2021, I want to bring light
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Do You Know How Much Tax is Withheld from Your Pay?

Whether workers get a windfall from Uncle Sam or wind up owing taxes mostly comes down to filling out one form correctly – and few people are doing it. In
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