5 Year-End Charitable Giving Strategies
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.
2022 Year-End Financial Planning Checklist
With year-end quickly approaching, here are some valuable financial to-do’s you can check off your list before Jan. 1 rolls around.Years of experience have prepared us to guide you through your life transitions.
The Pros And Cons Of Family Limited Partnerships
With the estate-tax exemption set to rise in 2026, FLPs are back in vogue. But there are downsides.
5 STEPS TO PROTECT YOUR ASSETS BEFORE REMARRYING
If you’re planning a second or third marriage, consider taking these steps to protect your assets before remarrying.
How To Choose The Right CPA
Having the right CPA on your team can be critical to your financial success, especially for affluent individuals and families facing high annual tax bills.
How To Choose The Right Estate Planning Attorney
Choosing the right estate planning attorney can be important for many reasons, but knowing who to choose isn’t always very straightforward.
The Complete Guide To Umbrella Insurance
If you don’t have umbrella insurance or aren’t sure if your coverage is complete, here’s our guide to what it covers, how it works, and when to buy it.
Stock Market Volatility Is Spiking, But Don’t Panic
Markets are off to a bumpy start so far this year. If you’re a long-term investor, it’s important to keep market volatility in perspective.
How Wealthy Coloradans Can Prepare For Colorado’s Upcoming Tax Law Changes
Here are three tax Colorado tax law changes that may affect your personal finances in 2022—and how you can prepare accordingly.
Don’t Need Your RMD This Year? Consider Donating It To Charity.
It’s that time of year again. To avoid paying taxes on income you don’t need this year, consider donating your RMD to charity.
How Proposed Tax Changes May Impact Wealthy Americans
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.
5 Cybersecurity Best Practices Investors Should Embrace In 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
Understanding Financial Industry Credentials
Brian Littlejohn recently answered several questions on financial industry credentials posed by a reporter at Forbes Magazine.
Brian Littlejohn In Forbes Magazine
Sherwood Wealth Management founder Brian Littlejohn discusses the various types of financial advisors in an in-depth Forbes Magazine article.
Brian Answers Questions On Social Security Benefits
Brian Littlejohn recently answered a few questions for Kiplinger’s Personal Finance Magazine on Social Security benefits and planning.