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Congrats, Class of 2025! Graduating college is a major milestone, and entering the “real world” is both exciting and overwhelming. Between starting a new job, finding a place to live, and possibly moving to a new city, personal finances might not be your top priority — but they should be on your radar. At Sherman…
Does money and financial conversations stress you out? Do you feel uncomfortable when having money discussions with your partner? If so, you’re not alone. Money conversations can bring up underlying insecurities and cause anxiety amongst individuals. Given the current market environment and economic uncertainty, extreme volatility, and newly reported record high inflation data, it’s extremely…
As spring begins to bloom and the weather warms up, April is the perfect time to hit refresh—not just on your home, but on your finances too. Think of it as a spring cleaning session for your money. Whether you’re wrapping up tax season or simply looking for a mid-year reset, this month offers the…
Valentine’s Day is often filled with flowers, dinner, and chocolate but beyond the gifts and gestures, it’s also a time to strengthen your relationship in meaningful ways. One of the most significant aspects of a strong partnership is financial harmony. While money conversations may not seem romantic, they are crucial for building trust and aligning…
In our last blog we discussed the importance and power of setting financial intentions to set the tone for a successful financial year ahead. Today, we want to dive deeper into a few areas you can work on to start the year off on the right foot. January is the perfect time to take control…
Merging finances with your partner is a significant step in building your life together, and as a 2025 bride or groom, it’s likely on your to-do list alongside wedding planning. Combining finances doesn’t just mean sharing a bank account—it’s about aligning your financial goals, strategies, and expectations. In this guide we will discuss some important…
As we are now kicking off 2025, we’ve been crafting January financial plans to benchmark and tweak their financial plans. While many are getting their finances in order for the second half of the year and benchmarking where they are in reaching their financial goals, I want to bring light to a topic that many…
The end of the year is a perfect time to pause, reflect, and prepare. With just a few weeks left in the year, you may want to conduct a year-end review to benchmark your achievements during the year and identify areas for improvement in the new year. Let’s discuss some December planning items to consider…
As we conduct our fall financial clean up and individuals are revisiting their cash flows and budgets, some may be considering their charitable giving strategies and contribution amounts for the year. One powerful and flexible tool gaining popularity is the Donor Advised Fund (DAF). This innovative approach to philanthropy not only simplifies the giving process…
As the year draws to a close, many of us are juggling holiday plans, year-end tasks, and financial check-ins. Amid the bustle, tax planning might not be top of mind—but it should be. Taking a proactive approach to your taxes in the fall and winter months can uncover opportunities to save money, ensure compliance, and…