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
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
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
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,
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
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.
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
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
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