How To Improve Your Personal Finance
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...
View ArticleEp. 204- Launch Financial- Markets Rally Following Fed Jumbo Rate Cut
Overview: Tune into this week’s episode of Launch Financial as we discuss a big week in the market, with the Federal Reserve cutting interest rates last week by 50-basis points, more than some...
View ArticleWhy A Roth IRA and 401(K) Are Smart Retirement Vehicles For You
While saving for retirement is a great way to build your financial wealth and pile away money for the future, many individuals are unclear on the best vehicles to use when saving for retirement....
View ArticleOpen Enrollment Season Is Just Around The Corner
Open enrollment is just around the corner, presenting a critical opportunity to review and maximize your benefits. Whether you’re new to the process or a seasoned participant, taking the time to get...
View ArticleCash Allocation Amid Federal Reserve Interest Rate Cuts
As the Federal Reserve has shifted its stance from raising interest rates to cutting them, many investors and savers are wondering where to put their cash to get the most out of it. As we just...
View ArticleEp. 205 Launch Financial- Markets Post a Strong September to Begin Q4
Overview: Tune into this week’s episode of Launch Financial as we wrap up a strong September, Q3, and start to the year, as the S&P500 and all major averages marked recent record highs and a...
View ArticleWhy To Think About Donor Advised Funds This Time Of Year
As we conduct our fall financial clean up and individuals are revisiting their cash flows and budgets, some may be considering their charitable giving strategies and contribution amounts for the year....
View ArticleEp. 206 Launch Financial- October is Financial Planning Month
Overview: Tune into this week’s episode of Launch Financial as we discuss financial planning month, as well as a big week in the bond market, with yields spiking up to the highest levels in a few...
View ArticleOctober Is Financial Planning Month: Here’s What To Know
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...
View ArticleAre You A HENRY? Here’s How HENRYs Can Save and Grow Their Wealth
In today’s dynamic economic landscape, an emerging demographic has emerged: HENRYs, or High Earners Not Rich Yet. These individuals, typically professionals in their prime earning and accumulating...
View ArticleEp. 207 Launch Financial- S&P500 Marks its 45th Record High This Year
Overview: Tune into this week’s episode of Launch Financial as we discuss a big rally in the stock market, with the Dow and S&P500 reaching records highs, and the Dow crossing 43,000 for the first...
View ArticleThe Power of Starting Early: Financial Tips for Gen Z and Millennials
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...
View ArticleEp. 208 Launch Financial- Markets Continue Rally for A Strong October
Overview: Tune into this week’s episode of Launch Financial as we disucss a strong stock market rally, with the S&P500 setting new records, up 10 of the past 11 months, 9 of the past 10 weeks, and...
View ArticleWhy We Believe In Financial Planning Simplified
At Sherman Wealth, we believe that financial planning doesn’t need to be complicated, especially as your life becomes more over time. Our mission is financial planning simplified- helping you mitigate...
View ArticleInflation Adjusted Retirement Contribution Limits for 2025
The IRS announced the new 2025 retirement contribution limits for 401(k) plans, IRAs and other accounts, increasing several of the contribution limits for savers. This is a great opportunity for...
View ArticleEp. 210 Launch Financial- Presidential Election Day 2024
Overview: Tune into this week’s episode of Launch Financial as we await the outcome of the 2024 Presidential Election, coupled with a big week ahead which awaits the Federal Reserve’s conclusion of...
View ArticleIt’s Time to Re-Visit Your Protection
As we are now approaching the final month of the year, we’ve been working on year end reviews with lots of clients and families to benchmark and tweak their financial plans. While many are getting...
View ArticleHow To Tweak Your Budget: Holiday Edition
As the end of the year approaches, many of us find ourselves reflecting on our goals, both personal and financial. Between holiday celebrations, gift shopping, and travel plans, the last quarter can be...
View ArticleEp. 211 Launch Financial- Stock Market Soars As Major Averages Hit Record Highs
Overview: Tune into this week’s episode of Launch Financial as we discuss the stock and bond markets following a huge week with the results of the Presidential Election, The Federal Reserve cutting...
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