Latest Articles
How To Get Your Financial House In Order Before Buying a Home
Despite the current housing market and higher interest rates, many of you are still in the market to purchase a new home. Whether you’re a first time home buyer or
Get Ready For Some Fall Tax Planning
As summer winds down and we gear up for the fall season, there’s one important task that should be on your radar: tax planning. While thoughts of fall pumpkin spice
Avoid These Common Costly Financial Mistakes
We know that it can be difficult or overwhelming to stay on top of your finances. At Sherman Wealth, we focus on helping young professionals and families get their finances
Apply For Biden’s New Affordable Repayment Plan
If you are a student loan borrower, you can now apply for President Biden’s New Affordable Re-Payment Plan. The Education Department this week debuted an updated beta version of its
How To Improve Employee Education As a Small Business Owner
Being a business owner ourselves, we feel that financial education and empowerment of everyone, including your staff, is extremely important. As a small business owner, do you ever feel that
IRS Announced New 2023 RMD Relief for IRA Beneficiaries
This week, the IRS issued new 2023 required minimum distribution (RMD) relief for IRA beneficiaries. This inherited IRA question has been on many individuals mind’s for some time, so see
7 Fun Money Lessons to Teach Your Kids this Summer
Summer is a great time for kids to catch fireflies, perfect their backstrokes, daydream, and learn some great lessons about money and financial literacy. Sound like a hard idea to
It’s Time to Re-Visit Your Protection
As the midpoint of the year has just passed, we’ve been hosting mid-year reviews with lots of clients and families to check-in with their financial plan. While many are getting
Brad Sherman Named To Investopedia’s 100 Top Financial Advisors of 2023 List
I am very honored to be named to the seventh annual Investopedia 100 list of most influential financial advisors of 2023 for the fifth year in a row! The seventh annual