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.
Helpful Content
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
How Income Taxes Work
A quick look at how federal income taxes work.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.