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
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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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What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Estimate how much home may fit within your budget based on income and expenses.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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The Richest Man in Babylon
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Surprises
Making the most of surprises is a great reason to work with us.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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