Blog

We often meet individuals who have a financial plan in place, but it was created years ago and hasn’t been reviewed since. While a plan...

There’s a big difference between giving when something comes up and having a clear plan behind it. When charitable decisions are made on the fly,...

At Sherr Financial Associates (SFA), we are frequently asked this question: “How do we make sure our children are truly ready for what they may...

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...

This article is written for you if you live in or around Boston and want a clearer understanding of how tax planning fits into long-term...

Building a lasting legacy is more than just transferring assets to future generations. It’s about passing along clarity, shared expectations, and a sense of responsibility...

If you’ve saved much of your retirement assets in traditional IRAs or employer retirement plans, Required Minimum Distributions (RMDs) are likely to become part of...

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,...

For families across Massachusetts, 2026 is shaping up to be an important year for estate planning. Federal estate tax limits are scheduled to change due...

As the new year approaches, many households begin asking these frequent questions:  Where do we stand financially?  What should we adjust?  What needs our attention...

Life insurance often plays a central role in financial planning, yet it’s one of the most overlooked areas when it comes to regular reviews. Many...

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...