ARTICLES

HEALTHY, WEALTHY, & WISE

HEALTHY, WEALTHY, & WISE is a bi-weekly newsletter where CERTIFIED FINANCIAL PLANNER™ Loren Sherman shares thoughts on having a healthy mind, body and spirit; an abundance of wealth, inside portfolios and out; and lessons learned from clients and mentors over the years. Each newsletter may cover one or more of these topics, as themes sometimes overlap.

March 20, 2021

March 20, 2021

TAXES: REAR-VIEW vs. WINDSHIELDBill, a CPA, and Marj, a retired nurse, decided this year to deviate from their normal vacation each year to the Black Hills in South Dakota, and instead head south to Nashville, Tennessee.  With Marj driving and Bill sitting passenger...

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March 6, 2021

March 6, 2021

DO I NEED A FINANCIAL ADVISOR?Ernie and Sharon were filled with excitement, on their way to a 5-star resort.  Married for over 40 years, they rarely spent up for anything beyond what was “necessary.”  But after a lifetime of frugal saving, they finally decided to...

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February 20, 2021

February 20, 2021

ADVISOR-RELATIONSHIP TYPES: FINDING YOUR FITJohn and Carl were chatting at their local coffee shop, as they do most mornings.  They had already lamented about the weather, bragged proudly about their grandkids, and shared some local gossip.  The conversation then...

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