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If you’ve switched jobs before, you probably have an old 401(k) you haven’t looked at in years. Maybe this was from your most recent job, or maybe you’ve had four jobs since then and lost track completely. You’re not alone. The average working person holds well over a dozen jobs in the course of their…
August tends to feel like a transition month. Summer is winding down, vacations are wrapping up, kids are heading back to school, and before we know it, the final stretch of the year will be here. That makes August a great time for a financial reset. You don’t need to completely overhaul your financial plan….
April marks Financial Literacy Month, a time dedicated to promoting financial education and empowering individuals to make more informed financial decisions. Financial literacy isn’t just about knowing how to budget or invest—it’s about building confidence in managing your money and feeling empowered when making the decisions that you do. At Sherman Wealth, we always say,…
Your 20s and 30s are full of exciting moments—launching a career, paying off student loans, buying a first home. With so much happening, it’s easy to think of retirement as something to worry about later. But there’s one secret to long-term wealth that makes starting early one of the smartest moves you can make: compound…
When it comes to financial planning, simplicity is key. Yet, many individuals leave behind a trail of old 401(k)s, IRAs, and various investment accounts as they switch jobs and open new financial products. Over time, this scattered approach can make it difficult to track progress, optimize investments, understand a true global allocation, and ensure a…
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…
There’s a powerful shift happening: young Americans are seeking financial advice earlier than their parents ever did. And it’s not because they have more money—it’s because they’re realizing the value of guidance, clarity, and confidence. At Sherman Wealth, we see this every day. More young professionals, newlyweds, and first-time investors are coming to us not…
In the world of finance, behavioral biases play a significant role in shaping how individuals make decisions about their money. These biases can manifest differently between men and women, influencing financial confidence, strengths, and overall financial behavior. Understanding these differences is crucial for individuals to identify as they are looking to improve their financial well-being….
As financial advisors, we often hear younger clients express concerns about where to start with their financial journey. Gen Z and Millennials are navigating an ever-changing economic landscape, from student loans to inflation, fluctuating job markets, and now a falling interest rate environment. However, starting early—even with small steps—can make all the difference over the…
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…