Category: Financial Planning
How Can You Reduce Financial Stress and Burnout?
Does managing your money sometimes feel like another full-time job? You’re tracking investments, paying bills, saving for retirement, watching interest rates, thinking about taxes, and...
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...
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...
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 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...
2026 Financial Planning Tips from Boston Financial Advisors
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...
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...
529 Plans: Smarter College Saving for Parents
If you’re a parent planning to send your child to college at some point in the future, it’s important to understand what the average annual...
UTMA Accounts: How They Help Boston Kids Build Wealth
For families seeking ways to invest in their children’s financial future, UTMA accounts offer a flexible and straightforward option. UTMA is short for Uniform Transfers...
