Blog: Your End of the Year Financial Checklist
As we approach the end of the year, it’s time to take stock of our financial well-being and ensure that we’re on the right track for the year’s end and… Read More
Brad Sherman
As Founder and President of Sherman Wealth Management, Brad Sherman provides clients with customized financial strategies, designed to help each individual pursue their own unique long-term financial goals. Brad helps clients navigate the often-overwhelming selection of wealth solutions and financial tools, in order to create a customized plan, and make suitable recommendations for each client’s specific goals and timeline. Brad understands that younger investors are at a different stage in their life than those nearing retirement and each has unique expectations and goals. He therefore creates financial strategies that are designed to pursue savings for future life milestones, based on the lifestyle that clients want now. Brad takes pride in providing each of his clients with personalized attention, regardless of the size of their financial profile.
Blog: Here’s Why Women Need to Take Control of Their Finances
Finances can be overwhelming, especially when you feel lost or uneducated on the “right” decisions to make. Over the last few years, we have found that women are contributing more… Read More
Blog: Don’t Make These Errors With Your Estate Plan
Estate planning is a financial topic that many individuals oftentimes overlook; however, it is one of the most important components of a solid financial plan. We know that estate planning… Read More
Blog: How 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… Read More
Blog: What are Your Financial New Year’s Resolutions For 2023?
Happy New Year, we hope you had a wonderful holiday season and New Year’s. 2022 was certainly a rollercoaster of a year, with inflation at a 40-year high and the… Read More
Blog: Now Is The Time For Your Mid-Year Financial Check-In
2022 is more than halfway over- crazy, I know! However, the end of summer is always a great checkpoint to take a step back, look at your finances as a… Read More
Blog: Do You Have A Financial Plan? Most Americans Do Not
With rising inflation and cost of living, the Ukraine war, and recent market volatility, the need for a financial plan has become more urgent. Interestingly enough, however, during this time, it… Read More