A Donor-Advised-Fund is a great way for the charitably minded to make a meaningful difference while remaining financially efficient.

Practice living your legacy now while you’re still working in preparation for living your financial legacy in retirement.

This checklist can help you take one step at a time and prioritize the decisions that need your attention.

An overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.

Introducing our newest service: Living Legacy Planning - a holistic approach to planning for those wanting to create their legacy now.

Do your due diligence to ensure that your children are taken care of should you and your spouse pass away while they are minors.

Inheriting a house can be a financial rollercoaster. Here are five tips to help you manage the inheritance of your parents’ home.

An HSA is a tax-friendly account available to individuals or families covered by a high-deductible health insurance plan to pay for eligible

As the year draws down, many are considering the possibility of higher tax rates in the future, both as a result of a paying back the...

According to the Consumer Financial Protection Bureau, scammers have adapted their ways to take advantage of the current pandemic.

While we can't prevent or even control uncertainty, we can prepare for it.

Money can’t buy happiness, BUT it can help.

As a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020.

At Sherwood FP, we take a very planning centric approach to investing. We do this for several reasons.

Today, many employers have replaced their defined benefit plans with defined contribution plans – mostly commonly the 401k.

76% of respondents agreed that having a will is important but less than half of Americans have one.

Smart portfolio management in combination with thoughtful tax-planning also allows us to generate additional returns.