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LACK OF FINANCIAL LITERACY IN AMERICA’S SCHOOLS
“According to Money, the average millennial household “owes $14,800 in student loans.” Writer Kerri Anne Renzulli explains that while debt averages vary across each generation, people of all ages are...
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How to Plan For Summer Activities and Budget
We hope everyone had a great Memorial Day Weekend filled with fun, sun and lots of good food and pool time. We took our kids to Washington DC to pay respects and educate them on the brave men and...
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CFP Delays Enforcement of Their New Fiduciary Standards
The Certified Financial Planner Board of Standards Inc. (CFP) states that their new fiduciary standards will be delayed, pushing the enforcement of these important ethics back to June 30, 2020. With...
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5 Money Issues to Avoid
According to a recent survey, money is one of the most common reasons for both sleep loss and divorce. Financial stress not only leads to anxiety for many, but is also one of the key factors that can...
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HOW TO PAY FOR COLLEGE – YOUR FINANCIAL AID CHECKLIST
HOW TO PAY FOR COLLEGE – YOUR FINANCIAL AID CHECKLIST As your child starts their search for the “perfect” college, the question of “how are we going to pay for it?” should be front and center in...
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Are you ready for a recession? A survey says probably not
JPMorgan Chase Chief Executive Jamie Dimon warned Tuesday a recession may be on the horizon thanks to the continuing trade tensions with China. “Of course there’s a recession ahead,” Dimon said during...
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Are you ready for a recession? A survey says probably not
JPMorgan Chase Chief Executive Jamie Dimon warned Tuesday a recession may be on the horizon thanks to the continuing trade tensions with China. “Of course there’s a recession ahead,” Dimon said during...
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Options For Your 401(k) When You Leave Your Job
According to a recent piece in Barron’s , most Americans change jobs an average of 12 times throughout their lifetime. Many people often make rushed decisions and think they need to pack up their...
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End of Year W4 Checkup
According to a recent survey, over 80% of Americans never updated their W-4 after the 2018 TJCA, which made sweeping changes to the tax rates. Those that never changed their withholdings may now be in...
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Financial Literacy And Educating Youth Locally
As the United States continues to offer more and more financial education in schools, colleges, workplaces, non-profits and government agencies, only ⅓ of states actually require students to take a...
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Highlights of Changes for 2020 Retirement Plan Contribution Limits
Great news for savers! The IRS announced today that taxpayers will be able to contribute $19,500 for employees who participate in 401(k), 403(b), most 457 plans and the Federal Government’s Thrift...
View ArticleLaunch Financial-IRS Tax Deadline Extended and Federal Reserve Meeting
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View ArticleHow To Take Advantage of the Tax Deadline Extension
For those scrambling to get their tax returns together before next month’s deadline, you’re in luck. The federal income tax filing deadline has been extended one month, the Internal Revenue Service...
View ArticleHow COVID-19 Has Impacted Women
As the coronavirus continues to sweep our country, we are seeing more and more data on how this past year has impacted certain demographics. One demographic in particular, women, have found this...
View ArticleLaunch Financial-How To Make The Most Out Of Your Charitable Giving This Year...
With everyone having increasing gains and thinking about giving back to charity given COVID-19, donor advised funds have become more popular. To uncover how donor advised funds can benefit you and to...
View ArticleLaunch Financial-How To Make The Most Out Of Your Charitable Giving This Year...
With everyone having increasing gains and thinking about giving back to charity given COVID-19, donor advised funds have become increasingly popular. To uncover how donor advised funds can benefit you...
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The Benefits of “Time” In The Market
As we hit mid-March of 2021, we think about the rollercoaster we’ve been on this past year. A year ago today, the stock market bottomed out. Given this wild ride and great volatility, it’s important to...
View ArticleHere are the Benefits of Sherman Wealth Financial Tools
If you budget your money, analyze your investments, and save for retirement, you’d likely benefit from being able to track your finances in one place. With financial literacy month around the corner,...
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Why You Need To Understand The Tax Implications of Capital Gains
With tax season in full speed and the recent influx of DIY traders, it’s a great time to discuss the tax implications of capital gains in the market and how to better educate traders who are lacking...
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