Matthew Davis, CFP®
When It Comes to Inheritance, Is Fair Always Equal?
Matthew Davis shares his thoughts on providing a fair division of assets when it comes to leaving an inheritance.
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Michael Davis, CPA
- Oct 13, 2021
- 3 min
Estate Tax versus Inheritance Tax: Who Pays and Does It Apply to You?
It is essential to understand the differences between the estate tax and inheritance tax and how they might apply to you.
89 views
Vincent Chambers, Esq.
- Sep 28, 2021
- 5 min
5 Things to Consider When Inheriting Your Parents' House
Inheriting a house can be a financial rollercoaster. Here are five tips to help you manage the inheritance of your parents’ home.
109 views
Hannah Boundy, CFA®, CFP®
- Sep 14, 2021
- 3 min
Giving Your Grandchildren the Gift of Education
Here are five points to consider when you want to help your grandchildren afford the rising costs of higher education.
63 views
Matthew Davis, CFP®
- Sep 7, 2021
- 3 min
Should you give your kids an early inheritance?
Giving an early inheritance to your children and grandchildren allows you to watch your heirs enjoy your gift while you are alive.
105 views
Hannah Boundy, CFA®, CFP®
- Jul 15, 2021
- 3 min
Checking In On 2021
Looking forward, we see a dissonant economy. Spending has surged, particularly in areas that saw pent-up demand during the pandemic.
32 views
Hannah Boundy, CFA®, CFP®
- May 20, 2021
- 4 min
The Onion King and Market Manipulation
In 1958, the Onion Futures Act was passed by Congress and signed into law by President Eisenhower, resulting in the prohibition of...
843 views
Hannah Boundy, CFA®, CFP®
- Mar 29, 2021
- 2 min
Sherwood Welcomes Yvonne Darby!
We're excited to welcome Yvonne Darby to our team as our new Associate planner. Yvonne will be working alongside us to assist in the...
95 views
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