Latest Articles
What To Do With Your Old 401(k)
As we approach the end of the year and many individuals are either settling into a new job or thinking about starting a new job at the start of next
End Of The Year Financial Contributions & Checklist
It’s hard to believe, but the final quarter of the year is now upon us. As 2022 comes to a close, here are some key money moves you can make
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
The Value Of Ongoing Financial Advice
As financial advisors, we work with individuals everyday to deliver value and financial advice. At Sherman Wealth, we specialize and focus on customized financial advice and plans. We often discuss
Here’s Why To Consider A Donor Advised Fund
With the holidays and Thanksgiving around the corner, it’s a great time to discuss giving back to those in need. At Sherman Wealth, we are very charitably inclined, so we
Things To Do In A Market Correction
As we’ve been making our way through this market correction and this interesting economic environment with the Federal Reserve raising interest rates to combat inflation, we’ve been getting many questions
Are You Taking Advantage Of Your 401(k) Employer Match?
Does your job offer workplace benefits? If so, are you aware of the benefits available to you and are you taking advantage of them all? We’ve been working with many
Now Is The Time For Your End Of The Year Financial Planning
As we are well underway in the last quarter of the year, its a great time look at your finances as a whole, see what you have achieved thus far
Brad Sherman Listed As A Top Financial Professional In Bethesda Magazine!
Brad Sherman was listed as a Top Financial Professional in the November/December issue of Bethesda Magazine! On behalf of Brad and Sherman Wealth, we want to say congratulations to the