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Your 20s and 30s are full of exciting milestones—moving to a new city, buying your first home, growing your family, shifting careers, or even launching a business. These are big life moves, and while they often come with joy and excitement, they also bring significant financial pressure. The good news? You don’t have to feel…
What if you didn’t have to wait until 65 to start living life on your terms? That question is at the heart of FIRE—Financial Independence, Retire Early. It’s a movement built not just on the idea of retiring early, but on gaining the freedom to make choices that reflect your values, time, and priorities. FIRE…
Today is National Don’t Put All Your Eggs in One Omelet Day, a take on the classic saying “don’t put all your eggs in one basket.” While the name might get a chuckle, it’s a good reminder of the importance of balance — in breakfast and in your finances. Try to cram too many eggs…
As we flip the calendar to July, it’s hard to believe we’re already halfway through the year. The pace of life picks up, summer plans fill the calendar, and it’s easy to let financial intentions from January fade into the background. But July is the perfect time and opportunity to pause, reflect, and realign your…
Navigating your financial life as a young professional comes with a lot of firsts—first job, first apartment, maybe even your first credit card. And in today’s world, credit card companies are fighting harder than ever for your attention, throwing out rewards, sign-up bonuses, and travel perks left and right. It can be tempting to grab…
Combining finances with your partner can be just as intimate and emotional as saying “I do.” At Sherman Wealth, we’ve seen firsthand that money can either be a tool for connection or a point of deep tension in a relationship. It’s not about the numbers; it’s about what those numbers mean to each of you….
As we reach the midpoint of 2025, it’s an opportune time to pause and assess your financial journey. Reflecting on your progress allows you to make necessary adjustments and ensure you’re aligned with your year-end objectives. Here’s a comprehensive guide to help you evaluate and realign your financial strategies for the remainder of the year….
It’s been quite an interesting start to the year for the US economy as we are now living in a rising interest rate and inflationary environment after a few years of historically low interest rates during the COVID-19 pandemic. So, as the US consumer is adjusting to this new economic climate, their preferences and goals…
May 29th marks 529 Day, a great reminder to think ahead when it comes to one of the biggest expenses many families face: education. Whether you’re a new parent thinking about college down the road, a grandparent wanting to contribute to your family’s future, or simply someone trying to better understand your financial options —…
Debt often carries a negative connotation, but when managed wisely, it can be a powerful financial tool. Whether it’s earning rewards on credit card spending, maintaining and building a strong credit history, or optimizing your financial resources, leveraging debt in a strategic way can help you build wealth and improve your financial life. Here’s how…