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.

October 17, 2020

October 17, 2020

WHAT DOES THE ELECTION MEANT TO MY RETIREMENT?Political debates get heated, proposed plans from each candidate are analyzed, and virtually everywhere you look, you’re told to get out and vote! But what does the election mean for your retirement? We’ll do our best to...

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October 3, 2020

October 3, 2020

WHICH RETIREMENT INCOME STRATEGY FITS YOU BEST?Flooring, Buckets, and Guardrails?  These income strategies may sound like a foreign language now, but I promise they will make more sense soon!  Below, I highlight three of the most popular income strategies and how you...

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September 19, 2020

September 19, 2020

12 QUESTIONS TO ASK YOUR FINANCIAL ADVISORPerhaps you’ve always been a “do-it-yourselfer” or you’ve worked with a handful of advisors over the years.  Whatever your situation, more and more retirees are interested to see what an advisor who specializes in retirement...

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