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Tuesday, January 24, 2023

What Is the Sequence-of-Return Risk and How Can Retirees Mitigate Its Effects?With the possibility of a recession looming, it's natural for those nearing or in retirement to have concerns over their long-term strategies. After decades...

Wednesday, January 18, 2023

As the new Congress begins its session, it's interesting to watch how the shifting balance of power in Washington, D.C. may impact your investment, tax, and estate strategies.Although their numbers were not as high as expected, the...

Tuesday, December 20, 2022

To get the most from your charitable giving, it’s important to understand which strategies have the greatest potential to reduce your tax burden while simultaneously meeting your philanthropic goals. Check out Brian...

Tuesday, December 13, 2022

With year-end quickly approaching, there are valuable financial to-dos to check off your list before January 1 rolls around. Check out Brian Littlejohn’s recent article in the Glenwood Springs Post Independent, “2022...

Monday, December 5, 2022

Sherwood Wealth Management founder Brian Littlejohn contributed to this Wall Street Journal article by Lori Ioannou. To find out why family limited partnerships (FLPs) are rising in popularity and why they may not be right for everyone...

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Monday, October 17, 2022

To protect your assets before remarrying, consider these fives steps.If you’re considering remarrying after divorce, you’re not alone. In fact, around 58% of adults decide to remarry after their first marriages end in...

Monday, October 3, 2022

Having the right CPA on your team can be critical to your financial success, especially for affluent individuals or families facing high annual tax bills. Yet depending on your circumstances and goals, the top CPA in your area may not...

Tuesday, September 6, 2022

Choosing the right estate planning attorney can be important for many reasons. However, knowing who to choose isn’t always very straightforward. The best estate planning attorney in your area might not be the best one for your...

Friday, August 26, 2022

If you don’t have umbrella insurance, it may be time to get it. This is especially true for high-net-worth individuals, wealthy families, and sudden inheritors.That’s because umbrella insurance can provide extra liability...

Monday, March 14, 2022

Markets are off to a bumpy start so far this year, and many investors are concerned about what this means for their investment portfolios. Indeed, record-high levels of inflation, the likelihood of rising interest rates, and the...

Wednesday, December 22, 2021

Earlier this year, Colorado lawmakers made significant changes to the state tax code. Indeed, the changes are expected to touch most Colorado taxpayers in one way or another. However, certain adjustments are more likely to impact the...

Thursday, December 2, 2021

It’s that time of year again. Temperatures are falling, days are getting shorter, and the holidays are just around the corner. And if you’re 72 or older or recently inherited a traditional IRA, it may be your last chance to...

Sunday, November 14, 2021

Our own Brian Littlejohn recently answered a few questions for Kiplinger’s Personal Finance Magazine on Social Security. A transcript of the questions and Brian’s answers are below:REPORTER: SHOULD RETIREES AND...

Monday, October 18, 2021

Retirement Daily recently featured an article by Sherwood Wealth Management founder Brian Littlejohn. In it, he shares his perspectives on how proposed tax changes may impact wealthy Americans. Click here to read the full article.

Sunday, September 12, 2021

Sherwood Wealth Management founder Brian Littlejohn was recently featured in Retirement Daily for his tips on cybersecurity best practices. Click here to read the full article.

Monday, March 8, 2021

Brian Littlejohn recently answered several questions on financial industry credentials posed by a reporter at Forbes Magazine. A transcript of the questions and Brian’s answers are below.REPORTER: HOW DOES A CFP® DIFFER FROM...

Wednesday, January 13, 2021

Sherwood Wealth Management founder Brian Littlejohn discusses the various types of financial advisors in an in-depth Forbes Magazine article. Click here to check it out!