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 in the year, and re-assess your goals for year-end. We know it’s been quite a wild first half of the year in the world and…
Brad Sherman was listed as a Top Financial Professional in the November/December 2022 issue of Bethesda Magazine! On behalf of Brad and Sherman Wealth, we want to say congratulations to the other financial professionals who were listed and thank you to our clients, friends, and family for the continued support as well as the financial…
As we’ve been adjusting to this new economic environment with not only rising prices but also interest rates, are you feeling the impacts of inflation and a higher cost of living? If so, what has become more expensive within your daily life and budget? Groceries? Gas? Dinner dates? Over the last few months we’ve been…
As we approach the end of the year and many of you begin tax planning for 2023, its great timing because the Internal Revenue Service announced the new tax inflation adjustments and tax brackets for tax year 2023. As the October 17th extended tax deadline just passed for tax year 2022, now is a great…
Mental health awareness and wellbeing is so important and should be constantly discussed and talked about. With World Mental Health Day just having passed, we thought it would be timely to discuss not only the importance of mental health, but also mental health as it relates to finance. It’s obvious that finances and money can…
Brad Sherman: Today we want to discuss lifestyle creep, a big topic in the news, along balancing increasings costs, inflation, home prices, and more. We also want to talk about saving for your future and paying yourself first. Ashley, I know you wanted to talk about it being a really important balance strike, so do…
Wow, what a rough and volatile week, month, and quarter its been in the U.S stock markets. In fact, the S&P 500 has seen its worst start to the year since the 1930s. We know the volatility within the markets and the Federal Reserve hiking interest rates is uneasy for all; however, as we always…
For those of you who have yet to file your 2021 tax return, there is a little under one month until the October 17th tax deadline extension. If you are utilizing the tax extension this year, now is the time to prepare and make sure you have everything you need in order, which includes getting…
Financial literacy and empowerment stands as a core value of Sherman Wealth. We have long been strong advocates of improving financial education in our country and within the school system to educate our youth on financial concepts throughout their development. Understanding personal finance and feeling confident enough to make your own financial decisions is crucial…
For those of you who have been taking advantage of the federal student loan relief since 2020, we know you have been anticipating this week’s announcement from President Biden on the Federal Student Loan Re-Payment/Forgiveness plan as you have been preparing to begin your student loan payments again. This payment pause included a suspension of…