Author - Cheryl Sherrard

1
Moving from “tax” prep to “life” prep
2
Why you should get to know your insurance agent!
3
Did you know the Serenity Prayer applies to your financial plan?
4
National Healthcare Decisions Day
5
Just Dating? 3 Money Topics to Discuss before you get Serious!

Moving from “tax” prep to “life” prep

At this time of year, everyone becomes a master at document gathering.  There is a shoe box or a filing system or a folder on your laptop to hold all the tax-related documents which are needed to complete your income tax returns.  It requires a diligent attitude to ensure nothing has been neglected or omitted which is important to the outcome of the bottom line.  Once the taxes have been submitted for the year, there is always a sigh of relief in getting to completion.

Before you pack everything up and put it away for another year, take a step …

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Why you should get to know your insurance agent!

When was the last time you met with your Property & Casualty Insurance agent? Here’s why you should get to know them.

For many of us, our insurance agent is a name on an insurance card, the person we would call if we were ever involved in an accident or if we had a claim to file. The reason we need to get to know our agent is so that they can get to know us and therefore ensure that we are insured appropriately.

I recently spent about an hour in my insurance agent’s office to complete a thorough review …

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Did you know the Serenity Prayer applies to your financial plan?

Many of us are familiar with the Serenity Prayer.  Most individuals understand there are areas of their lives which they can’t control, as well as areas which are entirely within their control.  Thankfully, having the serenity to accept, the courage to change and the wisdom to know the difference might just make the financial journey more enjoyable.

In financial planning, there are aspects which are “known” and entirely in your control.  There are also those things which are “assumed”, that may or may not be in your control and that can lead to an uncertain outcome.    A well-constructed plan dives …

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National Healthcare Decisions Day

We all know the significance of April 15th each year, but do you know why April 16th is also important for you and your family?  April 16th is National Healthcare Decisions Day. 

The goal of this “National” day is to inspire, educate and empower the public about the importance of advance care planning.  Advance care planning involves taking the time to carefully consider and document your preferences around end-of life care.  It also includes the act of legally designating and empowering an agent to make healthcare decisions on your behalf if you were to become unable to …

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Just Dating? 3 Money Topics to Discuss before you get Serious!

Cheryl Sherrard, CFP was quoted recently in a Learnvest article by Meghan Rabbitt, entitled, “Just Dating?  3 Money Topics to Discuss before you get Serious”.

Dating discussion #1 included talking about your family money histories.

For instance, if he grew up with no money, he may have an inordinate fear of never having enough. On the flip side, if his parents always forked over cash, he may have never learned to delay gratification, says Cheryl Sherrard, a Certified Financial Planner™ (CFP®) and director of financial planning for Clearview Wealth Management in Charlotte, N.C.

Knowing what shaped his views can help

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