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Category: Retirement Planning

Wooden letter blocks spelling 'Give Back' on a rustic wooden surface with a brick wall background, representing charitable giving and philanthropy in retirement. Ideal for illustrating retirement giving strategies such as Qualified Charitable Distributions (QCDs), Charitable Remainder Trusts (CRTs), and Charitable Lead Trusts (CLTs).

Retirement Planning

Retirement Giving Strategies: QCDs, CRTs, and CLTs Explained

If you’ve been a diligent saver throughout your career and have accumulated substantial assets for your retirement, you are to be congratulated! A job well...

A close-up image of a document titled "Benefits Package" with a pen resting on it, symbolizing the importance of employee benefits planning with a financial advisor in Danvers, MA

Retirement Planning

How To Create an Employee Benefits Package in Danvers, MA

In today’s tight labor market, businesses must distinguish themselves from direct and indirect competitors. One way to do this is by offering a competitive benefits...

Man in business attire holding a sign with the text 'What's Your Plan for Retirement?' highlighting the importance of retirement planning in Danvers, MA.

Retirement Planning

Secure Your Future With Retirement Planning in Danvers, MA

As the adage goes, “It’s never too early or too late to start planning.” Regardless of your age or stage in life, taking steps toward...

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About SFA

Sherr Financial Associates is a fee-based financial advisory firm in Danvers, MA. Focusing on personalized financial planning and investment management, we provide uniquely tailored financial advisor advice based on your specific needs. In other words, we don't use cookie-cutter solutions that may or may not suit your situation. Our commitment to integrity and excellence ensures that your financial future is in good hands.

Contact Info

100 Conifer Hill Drive, Suite 409,
Danvers, MA 01923
Tel: 781.598.9309
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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Financial planning services offered through Sherr Financial Associates are separate and unrelated to Commonwealth.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.