Moving to Colorado With RSUs or Stock Options
Moving to Colorado can be an exciting change. It can also come with a long financial to-do list, from updating your address and employee benefits to reviewing your household budget, insurance, and...
View ArticleAfter a Spouse Dies: What Is Urgent and What Can Wait?
Losing a spouse can change nearly every part of daily life. At the same time, bills continue to arrive, financial accounts still need attention, and there may be questions about insurance, benefits,...
View ArticleMoving From Maryland to Florida: A Financial Planning Timeline
Moving from Maryland to Florida involves much more than choosing a moving date and changing your address. For professionals, business owners, and retirees, a relocation can affect household cash flow,...
View ArticleA Palm Beach County Retirement Budget: What Expenses Should You Plan For?
Retirement planning often begins with a straightforward question: How much will we need to spend each month? For someone preparing to retire in Palm Beach County, the answer should come from your...
View ArticleEp. 292 Launch Financial- Markets Notch Fresh Record Highs On AI Trade
Overview: Tune into this week’s episode of Launch Financial as we kick off Q4 and discuss markets pushing toward new records, falling Treasury yields and oil prices, and continued strength in...
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Ep. 291 Launch Financial- Bond Yields Continue to Rise to Close out Q3
Overview: Tune into this week’s episode of Launch Financial as we discuss the second quarter coming to a close as treasury yields continue to rish to multi-year highs. All eyes are on this week’s...
View Article2026 Year-End Planning for High-Earning Households
For high earners with variable compensation, year-end planning can involve more than checking retirement contributions or estimating a tax bill. Income may come from salary, bonuses, RSUs, stock...
View ArticleEp. 290 Launch Financial- 10-Year Treasury Yield Hits 19-Year High
Overview: Tune into this week’s episode of Launch Financial following last week’s big moves from the Federal Reserve hiking interest rates for the first time since July 2023. All eyes continue to be...
View ArticleYour Investment Portfolio Is Not Your Financial Plan
A well-built investment portfolio can be an important part of your financial life. It can help you pursue long-term goals, manage risk, and put savings to work over time. But a portfolio is not the...
View ArticleEp. 289 Launch Financial- All Eyes On Federal Reserve Interest Rate Decision...
Overview: Tune into this week’s episode of Launch Financial as we discuss a big week ahead as all eyes are on the Federal Reserve and whether they will begin another hiking cycle at their FOMC meeting...
View ArticleEp. 288 Launch Financial- Bond Yields and Oil Prices Continue Their Rise
Overview: Tune into this week’s episode of Launch Financial as we discuss a big week ahead for the markets, including upcoming CPI and PPI inflation data as investors await the FOMC’s interest rate...
View ArticleEp. 287 Launch Financial- Yields Notch Record High To Start September
Overview: Tune into this week’s episode of Launch Financial as we discuss August in the markets, treasury yields and oil prices continuing to rise and worrying the markets, and back-to-school...
View ArticleRollover to an IRA: Weighing the Pros and Cons
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...
View ArticleEp. 286 Launch Financial- Consumer Confidence Fell in August on Sluggish Outlook
Overview: Tune into this week’s episode of Launch Financial as we discuss a big week of economic news for the markets to digest including lower consumer confidence, PCE, the Fed’s preferred metric of...
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Ep. 285 Launch Financial- Bond Yields Hit Records on High Inflation and Oil
Overview: Tune into this week’s episode of Launch Financial as we discuss bond yields hitting record highs amid continuing inflation pressures, and rising oil prices. As the summer nears an end, we...
View ArticleYour August Financial Checklist: 8 Money Moves to Make Before Fall
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....
View ArticleTurn Your Equity Compensation Into Lasting Wealth
Equity compensation, including restricted stock units (RSUs), stock options, and employee stock purchase plans, can be a valuable part of your total compensation. But it can also create complicated...
View ArticleEp. 284 Launch Financial- Dow Notches On Strong Earnings and Dip in Oil
Overview: Tune into this week’s episode of Launch Financial as we discuss a big day in the markets, with the Dow notching a record high on strong earnings to start the week and a decline in oil. All...
View ArticleFinancial Planning Strategies High Earners May Want to Review in Their 30s
Sherman Wealth | Financial Education | Gaithersburg, MD and the DC Metro Area Your 30s may be a time when your financial picture becomes more complex. Income may be rising, your career may be gaining...
View ArticleJuly Financial Check-In: How to Review Your Finances For the Second Half of...
It’s hard to believe July is already over. With half the year behind us, now is one of the best opportunities to step back and evaluate your financial progress before the busy fall season begins. A...
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