How To Prepare For The Student Loan Re-Payment in October
After a long three-year pause, student loan payments are officially set to resume in October. The US Department Of Education’s recent announcement on its website indicates that individuals with student...
View ArticleHow To Teach Your Children About Finances
Financial empowerment, literacy, and education are so important not just amongst adults, but children too. So, as we are well underway with 2023 and think about financial goals for the year, many...
View ArticleEp. 145 Launch Financial- Markets Readied For The End of Q2
Overview: Tune into this week’s episode of Launch Financial as we discuss the markets bracing up for the end of the second quarter and first half of the year. The stock market will digest lots of...
View ArticleThe Importance of an Emergency Fund
How are you feeling now that summer is officially underway, your summer travel might be picking up and your kids are at summer camps? Has your spending picked up as well? There is certainly a lot to...
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8 Common Investor Biases That Impact Investment Decisions
This article was originally published on investopedia.com One of the biggest challenges to our own success can be our own instinctive behavioral biases. In previously discussing behavioral finance, we...
View ArticleEp. 146 Launch Financial- Happy 4th Of July!
Overview: Tune into this week’s episode of Launch Financial as we discuss Q2 in the markets and the first half of the year. As 2023 is off to a strong start in the stock market, consumer sentiment...
View ArticleIt’s Time For Your Mid-Year Financial Review
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,...
View ArticleAre You Having Trouble Saving Money In This Environment?
As the economy continues to adjust to this higher interest rate environment with future uncertainty on what the Federal Reserve will continue to do with hiking interest rates to combat high inflation,...
View ArticleEp. 147 Launch Financial- Markets Await Key Economic Data For Outlook On...
Overview: Tune into this week’s episode of Launch Financial as we await key economic data, including CPI and PPI reports, which will be a key indicator of future interest rate policy and what the...
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Brad Sherman Named To Investopedia’s 100 Top Financial Advisors of 2023 List
I am very honored to be named to the seventh annual Investopedia 100 list of most influential financial advisors of 2023 for the fifth year in a row! The seventh annual Investopedia 100 awards program...
View ArticleIt’s Time to Re-Visit Your Protection
As the midpoint of the year has just passed, we’ve been hosting mid-year reviews with lots of clients and families to check-in with their financial plan. While many are getting their finances in order...
View Article7 Fun Money Lessons to Teach Your Kids this Summer
Summer is a great time for kids to catch fireflies, perfect their backstrokes, daydream, and learn some great lessons about money and financial literacy. Sound like a hard idea to sell to kids in...
View ArticleIRS Announced New 2023 RMD Relief for IRA Beneficiaries
This week, the IRS issued new 2023 required minimum distribution (RMD) relief for IRA beneficiaries. This inherited IRA question has been on many individuals mind’s for some time, so see below for the...
View ArticleHow To Teach Your Children About Finances
Financial empowerment, literacy, and education are so important not just amongst adults, but children too. So, as we are well underway with 2023 and think about financial goals for the year, many...
View ArticleHow To Improve Employee Education As a Small Business Owner
Being a business owner ourselves, we feel that financial education and empowerment of everyone, including your staff, is extremely important. As a small business owner, do you ever feel that there’s...
View ArticleEp. 148 Launch Financial- July in the Markets
Overview: Welcome back! Tune into this week’s episode of Launch Financial as we discuss and recap the month of July the markets and economy. Last week, we saw lots of economic data and the Federal...
View ArticleApply For Biden’s New Affordable Repayment Plan
If you are a student loan borrower, you can now apply for President Biden’s New Affordable Re-Payment Plan. The Education Department this week debuted an updated beta version of its income-driven...
View ArticleAvoid These Common Costly Financial Mistakes
We know that it can be difficult or overwhelming to stay on top of your finances. At Sherman Wealth, we focus on helping young professionals and families get their finances on the right track, and...
View ArticleDo You Want to Save More For Retirement This Year? Here’s How
Now that we are halfway through the year and approaching fall, we want to talk about an important topic that is oftentimes overlooked or misunderstood, retirement savings. If you were looking to...
View ArticleHow To Prepare For The Student Loan Re-Payment in October
After a long three-year pause, student loan payments are officially set to resume in October. The US Department Of Education’s recent announcement on its website indicates that individuals with student...
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