Author: Ben Brieger
Debt Snowball vs. Debt Avalanche: Which Is Better?
Paying off debt sounds straightforward: spend less, make payments, and watch your balances decline. But if you have a mortgage, student loans, credit cards, a...
Parents: Do You Have a Back-to-School Financial Checklist?
How You Can Pay for Your Child’s College and Still Save for Retirement You want to help your child pay for college, but you also...
What Financial Advice Should I Give My College Graduate?
If your child recently graduated from college and is starting their first professional job, some of the most important financial decisions involve understanding employee benefits,...
How Do You Build a Resilient Investment Portfolio?
At Sherr Financial Associates (SFA), we often hear a version of the same question from current and prospective clients: “How do I build a portfolio...
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,...
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...
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,...
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...
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...
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...
