LATEST ARTICLES

Are You A HENRY? Here’s How HENRYs Can Save and Grow Their Wealth

Are You A HENRY? Here’s How HENRYs Can Save and Grow Their Wealth

In today’s dynamic economic landscape, an emerging demographic has emerged: HENRYs, or High Earners Not Rich Yet. These individuals, typically professionals in their prime earning and accumulating years, are not yet High Net Worth individuals. HENRYs possess a unique opportunity to not only save but also grow their wealth substantially. Let’s explore how HENRYs can…

October Is Financial Planning Month: Here’s What To Know

October Is Financial Planning Month: Here’s What To Know

With October being financial planning month, it gives us a prime opportunity to refocus our attention on our financial well-being. This month serves as a reminder to take a step back, evaluate our financial goals, and make necessary adjustments to secure and realign our financial plan and journey. In this blog, we’ll explore why Financial…

Open Enrollment Season Is Just Around The Corner

Open Enrollment Season Is Just Around The Corner

Open enrollment is just around the corner, presenting a critical opportunity to review and maximize your benefits. Whether you’re new to the process or a seasoned participant, taking the time to get knowledgeable about the options available to you can make a significant difference in your financial and personal well-being. Open enrollment is the annual…

How To Get Your Financial House In Order Before Buying a Home

How To Get Your Financial House In Order Before Buying a Home

There is definitely a great deal to discuss on the current housing market. Despite the volatility 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 you are upgrading from your “starter” home, there are many tips you can implement…

Are These Psychological Biases Holding you Back from Building Wealth?

Are These Psychological Biases Holding you Back from Building Wealth?

Our emotions are powerful and often influence the decisions we make in life, sometimes without us even realizing it. This is especially true in the realm of financial decision-making. At Sherman Wealth, we frequently discuss behavioral finance with our clients, emphasizing how our behaviors can oftentimes significantly impact the financial choices we make. As you…