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Hannah Boundy, CFA®, CFP®
- Oct 5, 2020
- 3 min
Is a Roth Conversion a Good Idea?
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...
28 views
Hannah Boundy, CFA®, CFP®
- Jul 9, 2020
- 2 min
Staying Vigilant in the Face of Scams
According to the Consumer Financial Protection Bureau, scammers have adapted their ways to take advantage of the current pandemic.
15 views
Hannah Boundy, CFA®, CFP®
- Mar 13, 2020
- 3 min
Don't Panic. Plan.
While we can't prevent or even control uncertainty, we can prepare for it.
27 views
Hannah Boundy, CFA®, CFP®
- Feb 5, 2020
- 5 min
Money Can’t Buy Happiness (or Can It?)
Money can’t buy happiness, BUT it can help.
14 views
Hannah Boundy, CFA®, CFP®
- Jan 6, 2020
- 2 min
2019: A Year in Review
As a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020.
11 views
Hannah Boundy, CFA®, CFP®
- Nov 4, 2019
- 3 min
The Evolution of Your Financial Plan
At Sherwood FP, we take a very planning centric approach to investing. We do this for several reasons.
9 views
Hannah Boundy, CFA®, CFP®
- Sep 3, 2019
- 4 min
Saving for Retirement in the 21st Century
Today, many employers have replaced their defined benefit plans with defined contribution plans – mostly commonly the 401k.
13 views
Hannah Boundy, CFA®, CFP®
- Jun 28, 2019
- 3 min
The Importance of Estate Planning
76% of respondents agreed that having a will is important but less than half of Americans have one.
16 views
Hannah Boundy, CFA®, CFP®
- Jun 27, 2019
- 3 min
How Having a Good Advisor Can Improve Your Bottom Line
Smart portfolio management in combination with thoughtful tax-planning also allows us to generate additional returns.
19 views
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