Ben Brieger, Author at Sherr Financial Associates

Blue piggy banks symbolizing retirement savings and income planning for Boston retirees working with a financial advisor.

How Do You Turn Retirement Savings Into Income in Boston?

For much of your working life, saving for retirement probably felt fairly routine: regular contributions, thoughtful investing, and steady growth over time. Once retirement begins,...

Colorful financial checklist on a clipboard that highlights key year-end planning tasks including setting a budget, tracking expenses, saving for retirement, investing wisely, reviewing debts, and planning for emergencies, featured in a 2026 financial checklist from Sherr Financial Associates serving clients in Boston.

Financial Planning

The 2026 Financial Checklist: What to Review Before Year-End

The last few months of the year present some of the most valuable opportunities for year-end financial and tax planning. Whether you work with a...

Colorful digital stock market chart displaying price trends, volume bars, and moving averages on a dark background, symbolizing portfolio customization and performance tracking representing direct indexing and personalized investment strategies from Sherr Financial Associates in Boston, MA.

Investment Management

Direct Indexing: A Personalized Investment Strategy

If you’ve ever looked at your portfolio and wished you could have more control, not just over what you own, but why you own it,...

Close-up of the United States Federal Reserve System seal, symbolizing interest rate policy decisions and their impact on investments, bonds, stocks, and overall market performance.

Investment Management

How Fed Rate Changes Affect Your Investments

Interest rate changes by the Federal Reserve (Fed) can have wide-reaching effects on your portfolio, from bond values and stock performance to shifts in investor...

Older woman in ornate clothing gazing into a glowing crystal ball, surrounded by candles and tarot cards on a wooden table, symbolizing the uncertainty and risk of market timing for Boston investors.

Investment Management

Market Timing Risks That Impact Boston Investors

Raise your hand if you’ve had the temptation to tweak your portfolio in response to recent news headlines, economic data, or short-term market noise. You’re...

Person wearing red sneakers standing on a road with multiple white arrows pointing in different directions and one yellow arrow pointing forward, symbolizing financial decision-making and navigating life’s biggest financial challenges. Ideal for illustrating strategic financial planning during major life transitions.

Financial Planning

Five Ways to Deal with Life’s Biggest Financial Challenges

Life unfolds through a series of transitions—some anticipated, others unforeseen. From starting a new job or marrying, to navigating divorce, starting retirement, or losing a...

Investment Management

Risk Management Solutions for Danvers Businesses and Families

Risk is an unavoidable part of life. Whether running a business or investing your hard-earned wealth in the stock market, everyone must account for and...