Latest Articles

Financial Checklist for Newlyweds

Just tied the knot? Or getting ready for the big day? First off, congratulations are in order! Secondly, it is probably time to start thinking about the financial steps you
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5 Ways to Promote Financial Wellness for Your Family

At Sherman Wealth, financial wellness is a major core value that we strive to instill in not only our clients, but to everyone surrounding us. Financial wellness is a major
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When Student Loan Payments Restart

We know the past year and a half has been quite the whirlwind, and as we approach summer and the economy continues to re-open, we want to bring light to
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How American’s Became 401(K) and IRA Millionaires A Year After The Pandemic

Even though the coronavirus pandemic is not quite over, many retirement savings accounts are back to pre-Covid highs. Retirement account balances, which took sharp declines almost exactly one year ago,
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Here’s How the Pandemic Changed Charitable Giving In 2020

It appears the pandemic hasn’t dented charitable giving from wealthy households. Most affluent Americans — about 90% — gave to charitable causes in 2020, with a third of them giving
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Just Landed Your First Job? Here’s What To Do Next

So you graduated college and just scored your first job in the real world — and you did this all during a global pandemic. While you may feel eager to
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Here’s What Americans Say is Their Biggest Financial Regret

The coronavirus pandemic sent Americans’ financial situations into a whirlwind. A recent Bankrate survey found that the crisis actually caused many consumers to re-evaluate how much money they plan to
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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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