Understanding Today’s Financial Environment
Welcome to a unique community - a community in which acts of kindness occur on a daily basis, a place where you’ll find compassion, caring as well as outstanding financial expertise.
It’s The Sher Wealth Management Group, and at its center, you’ll find Phil Sher. Phil is a wealth advisor who has reached out to his clients in an extraordinary way, built extraordinary friendships and helped clients pursue extraordinary results.
Phil created The Sher Wealth Management Group over 20 years ago to pursue your unique financial management needs. Whether you need comprehensive retirement planning, personalized wealth management or assistance with transition issues caused by life changes, Phil can help you.
Together with you, Phil helps you simplify the demands of directing your wealth so you can devote time to your business, your personal endeavors and your family. We listen to you, organize your assets, allocation strategies, insurance and your estate plans to help simplify, consolidate and integrate every aspect of your financial future.
Explore our site and learn more about the services we provide. We look forward to hearing from you.
-The Sher Wealth Management Group
Contact Us
Our Services
At The Sher Wealth Management Group, we provide experienced assistance in the following areas: Wealth Accumulation Strategies, Education Planning, Retirement Planning and Tax Planning.
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Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Budget Check Up: Tax Time Is the Right Time
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The Cost of Medical Care
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Introducing the 530A Accounts
An article explaining 530A Accounts.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A Brief History of Estate Taxes
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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See how long your current savings might last if a disability interrupted your income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Jane Bond: Scaling the Ladder
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.