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.
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.
With the estate-tax exemption set to rise in 2026, FLPs are back in vogue. But there are downsides.
If you’re planning a second or third marriage, consider taking these steps to protect your assets before remarrying.
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.
Choosing the right estate planning attorney can be important for many reasons, but knowing who to choose isn’t always very straightforward.
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.
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.
Here are three tax Colorado tax law changes that may affect your personal finances in 2022—and how you can prepare accordingly.
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.
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.
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
Brian Littlejohn recently answered several questions on financial industry credentials posed by a reporter at Forbes Magazine.
Sherwood Wealth Management founder Brian Littlejohn discusses the various types of financial advisors in an in-depth Forbes Magazine article.
Brian Littlejohn recently answered a few questions for Kiplinger’s Personal Finance Magazine on Social Security benefits and planning.