September is here, which means it’s time to start thinking about your financial goals and ensuring your money matters are in order. As the summer months wind down, it’s the perfect opportunity to revisit your financial plan, set new goals, and make sure you’re on track to achieve them. Here’s a financial checklist to help…
How are you feeling now that summer is winding down, and fall is right around the corner? Are back to school activities starting back up for the kids? Has your spending picked up as well? There is certainly a lot to reflect on about the last year and a half. One thing that we are…
As we reach the midway point of the year, it’s an ideal time to pause, reflect, and conduct a comprehensive financial review. A mid-year financial review allows you to reassess your financial goals, evaluate your progress, and make necessary adjustments to ensure your financial well-being. If you have yet to schedule your mid-year or even…
If you’ve been following major headlines in the media recently, you sure have read about interest rates, inflation, the Federal Reserve, and a potential recession. As the Federal Reserve recently implemented its 10th interest rate hike in its effort to combat inflation, many individuals continue to discuss the possibility of a looming recession on the…
At the beginning of the year, we posted a blog discussing the ways that the Secure Act 2.0 promised to provide changes to help many Americans’ retirement plans, including over 90 updated retirement plan provisions. More recently, a provision was passed expanding fee-for service planning opportunities for small business clients and their employees. So, let’s…
As we are officially in the spring season and approaching the end of the first financial quarter, we want to shed some light on some smart financial moves you can make as you start some “spring cleaning”. If you have yet to work on your financial checklist and goals for the year, this is your…
As we are in the depths of tax season and making our way through the beginning of the year, we want to discuss some important financial dates and deadlines to keep in mind over the next few months. Financial organization is a large component of financial success. Staying on top of deadlines, compiling forms, filing…
As we reflect on 2022 and digest the economic volatility we saw last year, the need for having and financial plan seems more urgent. With high inflation levels, an increased cost of living, and rising interest rates, we’ve been hearing from many individuals that they do not feel financially confident or secure. Interestingly enough, it…
It’s hard to believe, but the final quarter of the year is now upon us. As 2022 comes to a close, here are some key money moves you can make to finish the year off strong and set yourself up for success in 2023. GATHER AND ANALYZE YOUR DATA As we head into the final…
As financial advisors, we work with individuals everyday to deliver value and financial advice. At Sherman Wealth, we specialize and focus on customized financial advice and plans. We often discuss the difference between DIY “do-it-yourselfers” and financial advisors. One very important differentiator between the two is the value of the advice. We believe that financial…