Blog
What 7 Financial Moves Should You Make Before Year-End?
Before the end of the year, there are eight items we recommend you review: Retirement contributions Investment gains and losses Charitable giving Required minimum distributions...
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...
Do Stay-at-Home Parents Need Life Insurance Coverage?
Life insurance addresses financial consequences, not only lost wages. Think of your household as a small business: one spouse may generate more revenue, while the...
What to Expect When Applying for Life Insurance
When you apply for life insurance, you select a coverage amount and policy type, complete personal and health questions, authorize records checks, and may take...
Is Term or Permanent Life Insurance Better for You?
If you’ve ever researched life insurance, you’ve probably encountered conflicting opinions. One source says term insurance is the only coverage you’ll ever need. Another says...
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,...
Group vs. Individual Disability Insurance: What’s the Difference?
Most people spend years building their financial life around one core asset: their ability to earn an income. Your paycheck may support your mortgage, retirement...
Do You Have Enough Disability Insurance?
Most people spend years focused on building wealth, growing retirement accounts, and protecting their investments. But there’s one financial risk that often gets overlooked because...
Why You Should Revisit Your Wealth Plan in Retirement
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...
How Can You Align Wealth With Purpose Through Giving?
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,...
How Do You Prepare the Next Generation for Wealth Transfer?
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...
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...
