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 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…
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…
As summer has past and the end of the year is near, it is the perfect time to reflect on the importance of personal finance and the role of financial literacy in our lives. In this blog, we’ll explore what personal finance is, how to make smart financial decisions, and why financial literacy is crucial…
As we head into fall and summer vanishes, we want to discuss financial planning topics you should focus on over the next few months. Here’s a September Financial Checklist to help you manage and plan your finances effectively during this transition from summer to fall. Review Summer Spending Assess summer expenses: Did you overspend on…
Interest rates play a pivotal role in our financial lives, influencing everything from mortgages and car loans to savings accounts and credit card debt. The financial landscape is constantly evolving, so it’s important to continually digest how the current landscape is impacting the consumer. A year ago in May, the Federal Reserve set their target…
As we reach the midpoint of the year, June offers a perfect opportunity to take stock of your financial situation. It’s a time to reflect on the progress you’ve made and adjust your strategies to ensure you stay on track with your financial goals. Here’s a comprehensive checklist to help you conduct a thorough mid-year…
Becoming a parent is one of life’s most significant milestones, bringing with it immense joy and responsibility. As you prepare to grow and welcome a new member into your family, it’s essential to prepare and adapt a shifted financial mindset. So, let’s discuss what you can financially expect when you’re expecting! Budgeting: Establishing a budget…